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Business Description |
| I am a Wealth Manager with an Investment Advisor Representative Designation that provides Financial Planning Services. The majority of my clients are nearing retirement and looking for solutions to protect their wealth. I offer traditional investments that are fee-based or commission as well as alternative investments such as fixed indexed annuitys, non publically traded REITS that don't fluctuate with the stock market, and a unique smart 401K program where we help you manage your current 401k. I provide Asset Allocation Advice and Free Portfolio Reviews. I hold a series 7,63,66, Colorado Life, Variable Products, and LTC licenses. My firm is a correspondent to Wells Fargo Advisors with access to their Wealth Management Platforms. |
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| Prepared By: |
John Avery |
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