When developing recommendations, we account for all facets of your financial situation and never rely on cookie cutter financial plans.
We’re “Relationship Based”
One of our goals is building long lasting relationships with our clients based on trust and confidence. Learn more about our approach to financial management.
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Contact us to see if we can help you achieve your goals. Schedule your confidential and obligation free initial consultation, today.
Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Severn Financial Solutions, LLC and IFG are unaffiliated entities. Licensed to sell securities in California, Colorado, Delaware, District of Columbia, Florida, Georgia, Maryland, New York, New Jersey, North Carolina, South Carolina, Pennsylvania, & Virginia. This is not an offer or solicitation in any other state.
OSJ Branch: 12671 High Bluff Dr. Ste. 200 San Diego, CA 92130