• WHY CHOOSE US?

    Not all financial planners are alike

  • TRUE OBJECTIVITY

    Fee-only fiduciaries

    Working for you exclusively as a fee-only fiduciary, our judgement or advice is never clouded by sales or incentives and you never have to worry about conflicts of interest.

     

    No commissions, no hidden fees, and no asset-based fee. The only compensation we receive comes directly from you.
    Period.

  • TRUE INDEPENDENCE

    We work for you

    We're not affiliated with any bank, brokerage, or insurance company.

     

    Our true independence allows us to seek the very best solutions for you and our objectivity is never compromised by the influence or constraints of some parent or affiliate company.

  • TRUE EXPERTISE

    Seasoned guidance can lead to better results

    Our knowledge comes from expert accreditations and ongoing education.

     

    Our wisdom comes from 30+ years of experience helping people to achieve their most important life goals.

     

    We've earned high levels of achievement for financial planners including the following credentials:

    Certified Financial Planner™

    Certified Retirement Counselor®

    Chartered Retirement Plans Specialist®

    Chartered Federal Employee Benefit Consultant℠

  • TRUE ACCESSIBILITY

    Help whenever you are

    We use some of the most advanced technology available today to help you make informed decisions about your financial situation.

     

    Whether you are local or thousands of miles away, we can collaborate to provide the guidance and support you need and advance your financial objectives.

  • TRUE VALUE

    Peace of mind plus

    The cost of our services is often offset by potential tax savings, interest savings, cost reduction, maximizing benefits, and many other ways.

     

    We can save you time, increase efficiency, and help to enhance your entire financial life to achieve your vision of success and provide peace of mind.

  • TRUE TAILORING

    Planning and advice on your terms

    Our advisory services and fee are custom-tailored to your needs and objectives.

     

    We don't have asset minimums or even require investment holdings for us to help you.

     

    We seek to empower you to take control of your life by providing meaningful guidance and support on your terms.

  • TRUE TAX FOCUS

    Ongoing advice and strategies to keep more in your pocket

    Nearly every financial decision one makes has tax ramifications. Minimizing unnecessary taxes is a big part of our role.

     

    We keep current with changing tax laws so we can provide proactive, year-round tax advice and planning related to your financial situation - not just damage control when it's time to submit your tax return.

  • Entering into an advisory relationship is an important decision that has significant lifelong implications.

     

    For this reason, we offer a no-charge, no-obligation introductory consultation. Unlike most advisory firms, we won’t ask you about the size of your investment portfolio, your net worth, or any financial statements before or during this meeting. Instead, we want to get to know you—your goals, objectives, and concerns. We also want you to get to know us, understand what we do, how we do it, and how we've helped others in similiar situations.

     

    In this meeting, you'll sit down with a Certified Financial Planner™ professional to talk about what truly matters to you. If we’re a good fit and can help, we'll provide a clear, written proposal explaining how we’ll work together and what you can expect. As fee-only fiduciary advisors, you can be assured you'll receive real advice and planning, never a sales pitch.

Cookie Use
We use cookies to ensure a smooth browsing experience. By continuing we assume you accept the use of cookies.
Learn More