Fee-Only
We are a Fee-Only advisor, which means our compensation is only from the fees we charge our clients. We do not receive commissions from third parties for recommending products or transactions. We structure our compensation to be Fee-Only so we are fully aligned with our client’s interests to fit their unique situation.
Planning by the Numbers
We use our unique Planning by the Numbers approach to determine the investment return needed from a client's assets to achieve their financial goals. We help clients understand the risk and return tradeoffs needed in their investment portfolio. As a result of this methodology, our clients are often able to avoid taking on unnecessary risk while still gaining confidence of achieving their financial goals.
There when you need us
Our relationship with clients starts with creating a holistic financial plan. We then manage our client's assets and, as life develops and circumstances change, we continue to walk shoulder to shoulder. We continue to provide analysis and advice as clients pay for college, plan weddings, purchase homes, retire, take trips and invest in future generations.
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