Gone are the days when name-brand brokerage firms controlled financial services. Today a nimble firm can build an open architecture practice to provide high level financial planning and investment services without the high cost of supporting numerous departments that are only used occasionally. This business strategy has allowed me to assemble a team of specialists in various fields that can be called upon to help give you a great experience. These professionals are on the speed dial, but not on the payroll.
With TradePMR as a custodian, I have access to the Life Event Services team of Wells Fargo Advisors, a collection of insurance, tax and retirement specialist, attorneys, CPA's, and other professionals that I often consult about planning issues.
In addition to this team are the local attorneys, CPA's, Trust Officers, etc., with whom I confer and refer. I have also built relationships with local specialists in the area of care giving and other services required by retirees and their families.
By avoiding the overhead of having a large staff while still having the benefits of experts, I can provide a higher level of service with a smaller number of clients. You will never be a number with Ocean Advisors!