We understand that day in and day out, across the country and around the world, a group of men and women wake up, put on a uniform, and put their country above themselves. In appreciation of everything that you do, if you, or an immediate family member, is a current or former member of the military, police, fire, or emergency medical services we offer the following:
- Reduced or waived financial planning fees
- Discounted asset management fees
- Minimum investable asset amount waiver
Our company was founded by Chris Reid, ChFC. Chris retired from the US Marines and spent 7 years as a police officer. We translate our values and beliefs into tangible benefits for the veteran and first responder community.