We believe the industry of offering financial advice is a wreck. We find firms continue to pump money into marketing and branding a one-size fits all model that is a product of the firm sold by an employee of the firm with layers of embedded fees. We believe in offering non-proprietary products, providing transparency to our clients and an alternative to mainstream investment firms. We believe in the structure of an independent firm and offering unbiased advice to our clients. We believe that investors should dedicate their assets to specific purposes designed to help meet their goals. We believe that we work for the client, get paid by the client, and can get fired by the client. Finally, we want a mutually beneficial relationship with our clients and promise to work hard to keep your business and strive to satisfy your objectives.

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Cauble Schrift and Independent Advisor Alliance are separate entities from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: FL, GA, LA, MD, NC, NM, PA, SC, UT, VA, AL, MI, NH.