Below are some of the organizations with which I have relationships in support of my clients’ needs. To provide the full range of all investment products that are available, I deal through a fully independent broker dealer, American Portfolios. For investment advice and money management, I work with G & G Planning Concepts.
In addition, I use and recommend the coaching program available through Strategic Coach. This program will help entrepreneurs, business owners and other professionals who are interested in growing their businesses.
American Portfolios is a fully independent broker dealer that allows me to offer my clients a full portfolio of the finest investment services and products available in the marketplace.
G&G Planning Concepts is a registered investment advisory program and corporation that allows us to offer financial planning, tax services, estate planning, and money management. We have a team of people dedicated to managing money for our clients.
Strategic Coach is a coaching program that I have been involved in for a number of years, which has helped me grow my practice. I believe this is a good program to look into for any adviser who is looking to grow their practice.
You can download a free copy of “The 80% Approach” digital book and audio here.