Create a Life of Dreams Fulfilled
Beyond Simple Financial Management
Fee-Only means that we do NOT receive commissions for any advice or implementation that we provide to you. The result is the possibility to be more objective in working with you.
Independent means that we are NOT affiliated with a single investment firm, also known as a “broker-dealer”. Instead, we are able to independently select the partners, resources and products that we use to implement our investment management services for you.
Comprehensive means that we look at your ENTIRE financial picture…everything from cashflow to tax planning, insurance to investments, retirement planning to estate planning. We look for the opportunities, pitfalls and areas of coordination to bring your whole financial plan together.
Holistic means that our work with you is more than just about your money. We want to understand you, your strengths, your dreams and your goals at a deeper level. From there we can deliver a personalized financial life plan that puts your money in service to you.
Fiduciary simply means that we MUST put your best interests first…before our company or our advisors’ needs. Both as CFP® professionals and as a Registered Investment Advisor, you come first.