We treat our clients as we would want to be treated. That means providing honest completely objective professional financial advice at a reasonable fee. We want to thoroughly understand your goals and concerns so that we can improve your overall financial health. We have the expertise, integrity and commitment to provide the personal friendly service that you need and deserve.
Why Fee Only? We are an exception in this business in that we are solely compensated by the fees paid by our clients and do not receive commissions or compensation from any other source. Thus we do not sell any insurance, annuities or other investment products. Since we are independent from all financial services companies and proprietary products, we are able to offer many more investment opportunities to you- none of which are commission driven.
We act as a coordinator with the other members of your financial team including your accountant, insurance agent and attorney. If you are not working with other financial professionals, we can assist you in finding the ones who will best meet your requirements.
We incorporate your current investments into an overall strategy that is best for you. Many firms are only interested in working with the assets you place with them, we believe good financial advice must consider all of your assets.
We are interested in working with clients who want a long term relationship, if this sounds like you please contact us.