A Team Specializing in

Holistic Wealth

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
  • Disability
  • 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.

  • Regulatory Oversight

  • Minimum Track Record

  • Stability of Organization

  • Assets in The Investment

  • Composition Consistent With Asset Class

  • Style Consistency

  • Expense Ratios or Fees Relative to Peers

  • Risk-Adjusted Performance Relative to Peers

  • Performance Relative to Peers

Insurance Analysis

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.