Staying independent is something we value highly at JC Grason. As we looked to provide these new services, we wanted to align ourselves with top money managers that weren't owned by any insurance company or brokerage firm. We felt this would allow us to offer our clients the full range of investment options without any of the traditional bias or conflicts of interest that exists in our industry. In this endeavor, we have chosen to partner with Brookstone Capital Management using the TD Ameritrade platform.

So what's in it for you?

In order to be effective, financial plans need to be integrated - which is difficult to achieve when some aspects of the plan are managed by other professionals. The multi-discipline managed account solutions we utilize with Brookstone give you access to a diversified portfolio of stocks, bonds, mutual funds, exchange-traded funds, real estate investment trusts, unit investment trusts...virtually the whole universe of investment options.

Our core philosophies have not changed; our focus will always be on the importance of the safety of your money in retirement and strategies to minimize the taxes you pay. And you can be assured that our investment advisor representatives and financial services professionals will work with you with the highest level of ethical standards and integrity.

We are excited about this change and the opportunity to continue serving you. If you have market investments whose returns, fees, or management are not meeting your expectations, please give us a call.