Extensive combined experience in the financial industry

Independent investment guidance

High standards of discretion and privacy


Wealth Management

Asset Protection
Wealth Structuring
Trust/Estate Planning
Foundation/Charitable Strategies
Succession Planning
Retirement Planning
Liability Management
Insurance Reviews
Transfer of Wealth

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Tactical allocation models
Full disclosure of fees
Gad Aggressive Growth 130
Gad Growth 99

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Tactical allocation models
Full disclosure of fees
Select Money Managers
Moderate Portfolio (70/30)
Conservative Portfolio (50/50)

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Independent Retirement Plan Consulting and Advisory

401k, 403b, 457
Plan Design - work with multiple

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Securities offered through National Securities Corporation (NSC), Member FINRA/SIPC.  Advisory services provided through National Asset Management, Inc. (NAM), an SEC Registered Investment Adviser; a copy of NAM’s brochure is available on NAM’s website. Fixed Insurance products offered through National Insurance Corporation (NIC). Accounts may be held at National Financial Services (NFS), LLC, a Fidelity Investments® company.

We currently have individuals licensed to offer securities in the states of:  AR, CA, CO, FL, GA, IL, LA, MS, MO, NC, NM, OK, SC, TN, and TX.  This is not an offer to sell securities in any other state or jurisdiction.

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