The Foundation of our firm was built on five pillars of belief that support the standard of care for our clients
To us, all financial issues, not just the typical wealth management items should be addressed by a true financial advisor. If an issue is important to you then it is just as important to us.
You have flexibility on the scope of our relationship and the compensation arrangement. We will not pressure you into all-or-nothing “programs”.
Our firm does not report any conflicts of interest, because we have none. Working at the previous firms we sat in too many sales meetings sponsored by product vendors spending thousands of dollars wanting to “help grow your business” sell more of their products.
The fee structure was thoughtfully crafted to ensure a fair compensation which is below the industry average. We believe that traditional wealth management firms’ fees are too high for the level of advice provided.
Our goal is to exceed the value created for our clients versus compensation earned.
What Sets us Apart from Traditional Advisory Firms
We carry a legal and ethical commitment to act in your best interest.
To us, it’s more than a process; it’s a journey. We’ll create a personalized financial plan akin to a map – You will see the direction and steps that we take together.
This is a crucial component of a sound financial strategy. Not having it is a missed opportunity to maximize your resources. If executed properly, it can help you improve your financial picture.
It’s the only compensation arrangement. No commissions, no product sales, no payments from vendors. This all this adds up to zero conflicts of interest.
We will deliver you a written service agreement that details the scope of engagement, and deliverables when you employ our services.
It’s your choice – assets based, flat-fee, or hourly. You choose what’s best for your unique situation.
With years of experience as a Certified Financial Planner, Chartered Retirement Planning Counselor, and Chartered Retirement Plan Specialist, we have the expertise needed to assist you in any financial venture. It is our belief that experience alone is not enough. We are passionate about our endeavors, working tirelessly to find the right solutions for you.