As an independent firm, we are not tied to any one investment company or any one suite of investment products. Our independence allows us to select from a large array of investment options and to provide our clients with unbiased advice that is based on their interests.
What does it mean to be independent?
- Our recommendations are not limited to proprietary investment products empowering us to make investment recommendations that are truly in your interest.
- We have access to unbiased third-party research allowing us to thoroughly investigate existing or new investment opportunities.
- We offer access to a large universe of investments, including:
equities, mutual funds, annuities, fixed income investments, real estate, direct participation programs, insurance, stocks, unit investment trusts and college savings and retirement plans.
Working with an Independent firm is a crucial component to ensuring that your advisor is acting in your interest. ~ Deborah Sims, Founder
Deborah Sims has over 20 years of experience in the financial services industry. She has served in various capacities of her corporate life as Vice President of a Wall Street firm and was instrumental in opening and operating financial service offices.
