needs by selecting low-cost, tax efficient ETFs and index funds that include the asset classes needed to

assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our

1% of all Morningstar-rated mutual funds, ETFs, and hedge funds with a 10-year history. The CEF

help. We specialize in creating tailored portfolios using ETFs, mutual funds, annuities and life insurance, taking into consideration. They are highly knowledgeable in the use of ETFs, mutual funds and annuities, as well as life insurance

investments. Services include SEP & 401K plans, mutual funds, ETFs, index funds, IRAs, triple net investment properties, 1031 tax