A Team Specializing in
Company founder, Rob Norman, started in the financial management industry in the year 1994. Within the years that followed, he obtained the following financial securities licenses:
- Series 7, 24, 63, And 65
- Life and Health
- Fixed and Variable Annuities
Today, he is working on obtaining an Accredited Investment Fiduciary (AIF) designation in order to provide better services to our valued clients.
401K Plan Analysis
When analyzing a 401k plan we use several factors in helping you choose your investments.
Minimum Track Record
Stability of Organization
Assets in The Investment
Composition Consistent With Asset Class
Expense Ratios or Fees Relative to Peers
Risk-Adjusted Performance Relative to Peers
Performance Relative to Peers
In the opinion of Rob Norman, Mark Wiseman is truly one of the premier insurance and business planning consultants in the country. Together as forward-looking financial planners, both Mark and Rob join their expertise to make sure you're prepared for future financial pitfalls that could potentially derail decades of savings and investing.