Invitation to Fee-Only Advisors

OUR REPUTATION PRECEDES US (SO WE'RE TOLD)
Apparently, we have a reputation among fee-only advisors. We often find ourselves being contacted by them to objectively evaluate their clients' life insurance needs and product options. We don't actively market ourselves, but somehow they find us. 
DO YOU LIKE PUSHY INSURANCE SALESPEOPLE? NEITHER DO WE
Advisors often tell us that they like working with us because we're not salesy. As an independent firm, we're not affiliated with or beholden to any carriers. So our approach is straightforward. We simply present unbiased recommendations with carriers and products that best fit your clients' specific needs. No upsell. No sales pitch. Ever.​
WE HAVE A FIDUCIARY MINDSET
Like you, we always do what's in the best interests of our clients. We call this "fiduciary mindset." (Don't laugh. You used to be stockbrokers.) Our fiduciary mindset enables us to work alongside your firm seamlessly as an integral part of your team in full alignment with values you espouse as a fiduciary advisor. 
WE KNOW OUR STUFF
We are really, really good at what we do. Enough said. 
WE'RE NIMBLE, PERSONAL AND RESPONSIVE
By design, we built a boutique firm. We're nimble, personal, and responsive. Our Principals are readily accessible to you. We take time to discuss your clients' issues and answer your questions in everyday language. You or your clients will never feel hurried or obligated in any way. 
WE HAVE A ROBUST PLATFORM
We may be a boutique firm, but we also have a robust platform. Through our decades-long experience in the business, we have built significant intellectual and relationship capital. For starters, we have access to virtually all carriers and products, including some that are not available to "retail" insurance professionals. You can also tap into our knowledge and experience as they relate to sophisticated life insurance strategies and techniques for complex issues. Furthermore, we're proactive and smart adopters of technology which enables us to minimize friction for you and your clients. 

We invite you to work with us.

Respectfully,