Our Services

Our services focus on comprehensive wealth management planning. Our advisors are fully independent financial and estate planners. We offer a full range of securities, life insurance, variable annuities and specialize in retirement accumulation and distribution planning. President and Wealth Specialist, Mark J. Sudol, has more than 30 years experience in the financial industry. As a Certified Financial Planner and a Certified Estate Planner, his goal is to effectively guide your wealth management endeavors as you enjoy your retirement year. We want our clients to feel confident that they have sufficient financial resources and are receiving quality, comprehensive advice. To that end, we work closely with Certified Public Accountants and Estate Planning Attorneys to ensure that you have access to the expertise necessary to optimally plan for your future. We welcome the opportunity to meet with you and discuss your individual financial needs. Member of the Better Business Bureau since 2005. Las Vegas Chamber of Commerce Board of Advisor since 2003.