i•financial guides professionals, small business owners and millennials through their financial lives. We care about their financial well-being, which is why their needs always come before ours. By creating a comfortable client experience, we seek to establish deep and enduring relationships with our clients. We strive to demonstrate our devotion to our clients’ goals and our trust worthiness by being a team of valued professionals who seek to increase our clients’ confidence about their financial future.
As small business owners, we understand the pressures associated with running a business. We appreciate that you are successful in your business and value the input of experts. We can provide guidance throughout your business’s life cycle, up to and including your succession plan. We will help you maximize the value of your business to the benefit of you and your valued stakeholders.
Trust is quality earned, not given. Kevin and Jake are each CERTIFIED FINANCIAL PLANNER™ professionals and as such abide by the CFP Board’s fiduciary standards. “A fiduciary adviser acts solely in the client’s best interest when offering personalized financial advice. We strive to adhere to this standard which is one way we continually earn your trust.”
As independent financial advisors, our recommendations are not influenced by sales incentives.
We have partnered with Commonwealth Financial Network; the largest privately held brokerage firm in the United States. Founded in 1979, Commonwealth has made it their mission to help people. They are inspired to empower the goals and dreams of everyone connected to Commonwealth, including their advisors, clients and 775 Commonwealth staff. Unlike many of the Broker/Dealers in the industry, Commonwealth has remained an independent organization, owned and controlled 100 percent by its 11 managing principals.
We provide context, interpretation, and the customized application of a vast array of financial information and products for our clients’ unique circumstances. By combining knowledge, experience and integrity, we assist our clients in attaining their life’s goals and dreams.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, MD, NC, NE, NM, NV, OR, PA, SC, SD, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency.
FORM CRS: CLIENT RELATIONSHIP SUMMARY
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