Our Services

As a leading independent Brokerage Firm we offer no proprietary products. All services are offered through a National Network of Independent Advisors. Collectively over the years these advisors have helped investors reach their goals by investing or managing over $3 billion in various financial, estate, asset management, tax and business strategies.

Team Approach to Planning

Depending on the size and complexity of the situation, we try to establish a team approach to estate, business and tax planning. It is difficult for one individual to cover all these disciplines. Usually the team will consist of members with tax, law, investment, estate and business backgrounds. This team works together to provide the following services and planning to individuals, institutions, businesses, churches and ministries.

Tax Planning

• Retirement Planning

• Estate Planning

• Business Planning

• Trust Administration

• Endowment and Foundation

• Investment Management

• Retirement Plans 401-K, Pension and Profit Sharing

Twelve Step Investment Process

• Helping Set Objectives, Values, Time Horizon, and Cash Flow

• Risk Tolerance

• Tax Sensitivity Goals

• Asset Allocation and Diversification

• Investment Policy Statement

• Manager Search

• Manager Selection

• Stock Selection and Screening

• Overlap of Stocks

• Monitor

• Rebalance

• Report

If you are interested in opening an account or placing a trade call your financial advisor or call 1-866-3REPPLE.