Our firm does not charge commissions for any sales, trades, or investment transactions inside our managed portfolios, as is common with broker-dealers. This method of compensation is important, as it puts our client’s interests first. Our clients can remain 100% confident that any investment recommended to them, will be based on how we determine it will best meet their financial objectives.
For almost a decade, Wes has specialized in retirement planning designed to minimize portfolio volatility and maximize retirement income.
Recognized as one of the top “Safe Money” and “Tax-Free Retirement” experts in the industry, Rick has helped countless individuals and families prepare for a secure retirement.