using securities portfolios as collateral. Special programs for TD Ameritrade & Schwab account owners (inquire) Wide range of stocks, bonds Financial Planner/Regsistered Investment Advisor (CFP, RIA) loan managers/advisors. Lowest, wholesale interest rates in the market

strict fiduciary standard. We utilize TD Ameritrade's Institutional platform as custodian of client accounts, as well as a

-based platform. These services include financial planning, portfolio management, retirement accounts, business retirement plans, insurance services, tax services our established custodial partners – such as Charles Schwab, TD, and Interactive Brokers – provide reliable support.If you