History
We have 16 Years of Financial Planning experience cummulatively managing over 78 million dollars in client assets. Largely based inside of Credit Unions for 14 years, in 2009, we decided we could do a much better job for our clients if we were independent of any corporations that often have conflicts of interest.
Specialties
Fee Based Investment Advisory Service: Precious Metals: Stocks & ETF's: Annuities and Living Benefits