We specialize in High Net individuals, Retires and small businesses to grow and save on taxes. Serving Those Who Serve our Veterans, First Responders, School / Gov't Employees, Church, Small Businesses and anyone who provides a service to others. We are NOT a Bank, Major warehouse or Insurance company. We are an Independent Financial Services Firm. : "Please see my website for additional information and disclosures. Third-party comments may not be representative of all customer experiences."