The 770 Account – Tax Free Income Similar to a Roth! LEARN MORE

Deep Access to Institutional Relationships


Being independent does not preclude us from enjoying access to institutional knowledge and buying power. For decades, we have been leaders in the investment and insurance industry. Our CEO has been on the Advisory Boards of four major financial institutions.

While the CEO’s of these companies would love to have us market only their products and services, they and their management team know we bring them, on average, more business than their own captive agents – if their products and services earn it! That benefits our clients in a number of ways:

  • We enjoy access to their top people, be they investment manager or research types, underwriters and decision makers.
  • We know when a talented person moves into or out of the company and can advise our clients accordingly.
  • We can find their least expensive products.
  • We can ask for some favors on behalf of our clients.

Global Financial Research

Thanks to our relationships with ten major investment and insurance companies, we gain knowledge from global research teams “on the ground” in most of the financial centers of the world.

We provide clients with continuing communication of significant financial and tax developments and special alerts about unfolding events that may impact their financial lives.

To enroll in our Financial Advisory Newsletter, click here to sign up today!

To request enrollment in a quarterly “Economic Indicators Dashboard” contact our Account Admin Exec Joanna Patterson at

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