We are fee-only financial planners, paid only by our clients. Fee-only eliminates all conflicts of interest. Our advice is unbiased and trustworthy.
We are fiduciaries. We have a sworn, legal obligation to put our clients' interests first. Our practices are transparent, accountable and open.
We deliver quantifiable value. This is especially evident in our tax planning strategies. Ask about our retirement distribution planning solutions.
We don't sell financial products or accept commissions, referral fees or incentives from third parties. We answer only to our clients.
We don't offer one and done advice, leaving the client unprepared for unforeseen events. Our dynamic solutions meet changing needs and goals.
We don't manage assets. Hence, there are no account minimums. We provide investment advice within the context of the overall financial plan.
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