Our Process

Janis Biggers added investment planning, which she offers as an Investment Adviser Representative of Commonwealth Financial Network®, to her CPA practice because she felt that many investors were being underserved by the typical Wall Street model of investment firm: the one where they sell you their products to meet their sales goals, not your financial ones. 

We think we have greatly improved upon their model. We offer you an environment where you can be confident:

  • That your needs are the primary basis for our recommendations
  • That your money is effectively working toward your goals
  • That your investments are recommended because they are best for you, not for some corporation
  • That you have access to unbiased research and information to help you make informed decisions

By law, all financial companies must partner with a broker/dealer to maintain securities licenses. We've chosen to partner with Commonwealth Financial Network, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps us best serve you in a seamless and efficient manner by providing back-office, investment, and technology support.

 

Consulting