Our primary objective is putting the interest of our clients first. It is also part of our ethical and legal requirements as a fee-only, registered investment advisory firm. We know our clients value transparency and unbiased financial planning and investment advice.
Our firm is not affiliated with brokerages, banks, insurance companies or any other outside organization. Our clients know they can count on us for the unbiased advice that helps them with both financial planning and investment management solutions. Our compensation is based solely upon the level of services provided to clients not on the sale of products or through an affiliation with sales organizations.
Our team has over 50 years of combined experience working in financial planning and investment management for a wide range of clients, both those still accumulating assets and those withdrawing funds. Advisors hold top industry credentials (CFP® and CPA) which are maintained annually through continuing professional education.
As a FEE-ONLY registered investment advisory firm, we do not sell investment products and we do not accept any compensation from other third parties (commissions, referral fees, etc.).
We are able to select from a wide variety of fixed income, equity and other investment categories to provide diversification in our client accounts. Using only no-load (no commission) investments, we maintain a list of approved investments based upon several criteria:
For clients desiring only a one-time review of their portfolio, the fee is 0.50% of the assets reviewed with a minimum of $1,250. This includes a personal investment plan and recommendations for specific investment alternatives.