What we do. For you.
We have chosen to be a fee-only advisory firm to avoid conflicts of interest so we can choose the products and services that best meet your needs.
Construct a solid financial foundation to build on.
Invest for now and the future.
FREQUENTLY ASKED QUESTIONS
|Fee Only?||Yes. We exchange our services for one-time and/or monthly fees. We do not earn commission. We are not compensated by product sales or referrals.|
|Fiduciary?||Yes. We are legally and ethically required to act in your best interests, not ours.|
|Investment Minimum?||None. We serve all clients, regardless of size.|
|Experienced?||Learn more about our combined 25 years of experience.|
|Reporting?||Clear and complete. We give you all and any information you want, plus online access to your performance data.|
|Custodian?||Charles Schwab & Co. All financial transactions and funds are held by this trusted third-party to better protect you.|
|Accomplishments?||Earned, not bought.|
DESIGNATIONS & CERTIFICATIONS
Education and professional development are key to remain aware of ever-changing laws, products, or services that directly impact you.
We are involved with like-minded groups who prioritize the care and success of the people they serve.