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Investing & Retirement planning can be extremely intimidating for most people. Whether it's shopping the latest products, services, and advisors it can become overwhelming quickly. As an independent Advisory firm we have the expertise, the technology, and the passion to educate folks in all aspects of the planning process. We want to simplify this process as much as possible and keep you on the cutting edge of the latest products, strategies, and services available to you. Ultimately, your f ...
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If the Annuity is the car, the Rider(s) are the bells and whistles on the inside. Riders can be selected and built into Annuities and provide more specific levels of insurance for specific life scenarios. In this episode we discuss some of the most powerful rider features one can use in todays markets.…
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There are many types of Annuities that have very specific goals and there are also Annuities you shouldn't touch with a 20ft pole. Financial professional Greg Brown breaks down the key to structuring an Annuity properly and what you should avoid in the marketplace these days.Av West Coast Financial Services
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Social Security is critical. Sure there are some big picture concepts that generally apply to most people, but everyones needs are different! In this episode Greg Brown walks us through all of the major considerations and real life scenarios we see every year with this subject and how we help folks have a peace of mind with when to take it out.…
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Broker vs. Advisor (What's the difference?)
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Brokers & Advisors have major differences in the following areas: Who they primarily serve How they are compensated The resources available to serve customers The Laws that govern them In this episode, we break down the key distinctions of each so you know which individual can best serve YOUR needs.Av Greg Brown & Alex Brown
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