OUR MISSION
is more about what it isn't - it's not to know a few exclusive products and services inside and out.
Nor "how-to pitch them well," which is all too often designed around the financial services
company's best interests and not yours.
OUR COMMITMENT
as independent fiduciary advisors is to comb through all the potential obstacles and options that you have
in front of you over the next few months, years, and decades & then research and come up with ideas that may best serve your needs. As we plan together, there aren't any obligations, costs or expectations levied
at you, just planning in a pressure-free environment built to assist in making decisions that are in your
best interests only. Whether you take all, some, or none of our ideas that we come up with together with
you along the way, you are only encouraged to do what you feel is Best for You!
¹ Assets under care is derived from assets under management (PWA LLC) and our agents’ issued premium with various life insurance companies.
All insurance planning is sold separately from our sister company PW LLC (under common control) through Retirement Solutions Plus LLC.