A Team Working Toward Your Retirement Goals Our team of dedicated financial advisors serve as Series 65 Fiduciaries, and have helped families for years. We work diligently to identify your specific needs and design your retirement strategy and investment plan. Your financial advisor will be your point person and will consult with our strategic partners that include Certified Financial Planners, Certified Financial Analysts, Tax Advisors, and Portfolio Specialists to structure a customized plan to help meet your needs.