Yes we’re a bit unique. We’re not trying to satisfy everyone, just families that want a single advisor they can turn to on all aspects of their financial life. Some of our differences include:
- We don’t sell anything. We are a fee only firm. We don’t collect commissions or get compensation from anyone except you. This allows us to provide you with totally unbiased recommendations.
- We are required by law to look out for your best interests. There’s lots of ways that folks can be licensed in the financial services business. As a “Registered Investment Advisor” we are required to put your interests first.
- We support you all aspects of your life. Our process begins with your goals and vision. We then lead the execution of your financial plan. That includes cash flow management, insurance, taxes, your work benefits, education planning, AND your investment management. Our job is to make sure you have security, simplicity, and success related to all aspects financial in your life. We can’t imagine any other approach.
Interested in Finding Out More?
We’d love to have the opportunity to hear about your situation. Send us an e-mail or give us a call to find out more about next steps