An Invitation to Fee-Only Advisors
We work closely with fee-only financial advisors as a trusted resource to objectively evaluate their clients' insurance needs and product options, and place policies. As an independent firm, we are carrier-neutral and unbiased, able to select carriers and products that best fit your clients' specific needs—minus any sales pitch or pressure.
And like you, we go about our daily work with a fiduciary mindset, always being mindful of what's best for our clients. Thus, we can work alongside you as an integral part of your advisory team in full alignment with your values and principles.
Additionally, not only can you depend on us for the depth and breadth of our expert knowledge, but also wisdom and perspective to discern industry fads and gimmickry from substance. This is only possible because of our decades-long experience, having witnessed first-hand our share of "new" products and "new" ideas that have come and gone—sometimes with disastrous financial consequences. We believe that insurance should be about safety and stability. Call us boring. We like it that way.
We invite you to work with us.
Respectfully,
And like you, we go about our daily work with a fiduciary mindset, always being mindful of what's best for our clients. Thus, we can work alongside you as an integral part of your advisory team in full alignment with your values and principles.
Additionally, not only can you depend on us for the depth and breadth of our expert knowledge, but also wisdom and perspective to discern industry fads and gimmickry from substance. This is only possible because of our decades-long experience, having witnessed first-hand our share of "new" products and "new" ideas that have come and gone—sometimes with disastrous financial consequences. We believe that insurance should be about safety and stability. Call us boring. We like it that way.
We invite you to work with us.
Respectfully,
Hoon Kang, CPA, CFP®, ChFC, CLU
Principal
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