About Us

Who we are as Total Advisors

This organization and network of advisors was originally formed to fill a gap that we believe existed, and still exists, at a very crucial time in one’s financial journey, retirement.

Many advisors focus on accumulation and what kind of returns they can get people on their money while they are working, but there is less focus on the transition from accumulation to preservation and distribution.

People often talk about their 401(k), IRAs and brokerage accounts, but they do not often discuss the retirement income plan or strategy to take those assets and turn them into the retirement income that they desire. We want to change that. All of our advisors take specialized training to understand the inner workings of Social Security, which we feel is the foundation of the retirement income strategy.

Total Advisors are also independent meaning they can use an array of insurance and investment solutions to meet a client’s needs without having the pressure to key hole client’s into any particular carrier, investment or solution. In this type of structure we are free to analyze a client’s current situation along with their future concerns, goals and aspirations and make recommendations that are in their best interest. It sounds simple, and it is, but most advisors are not doing it.