A fiduciary is someone that is required to put the clients’ interest ahead of their own at all times. The fiduciary standard that we operate under requires us to provide prudent, loyal, and honest advice to our clients regardless of how it impacts our business. That is our commitment.

A fiduciary is someone that is required to put the clients’ interest ahead of their own at all times. The fiduciary standard that we operate under requires us to provide prudent, loyal, and honest advice to our clients regardless of how it impacts our business. That is our commitment.

We like to say that hiring a financial advisor/planner is like going to the dentist. You don’t go to the dentist to have your teeth brushed; you are more than capable of doing that yourself. You go to the dentist to examine what you can’t see and get advice on how to have strong teeth into the future. We ask questions that create conversations that don’t come up often. We conduct a financial check-up annually to make sure things are still strong and moving in the right direction.

 No. We work with clients from all walks of life regardless of asset size.

$0. We offer a complimentary consultation so you can learn more and ask questions in a relaxed environment at no cost to you. We believe that we provide plenty of value and don’t mind working to prove it to you during a complimentary meeting.

We operate on a fee-based platform in which we do better when you do better. We don’t do commissions on the assets we manage so you never have to worry if we are making trades with your interest at heart. There are never any trade fees. If we are managing assets for a client, financial planning is included in the asset management fee at no additional cost. We also have the ability to offer financial planning a la cart as a standalone service.

Yes, we discuss everything from cash flow and debt to life and long-term care insurance. We also help with estate and tax issues. We take a wholistic approach and seek to be a “one stop shop” for all things financial for our clients.

Yes. We are licensed insurance agents able to provide life, disability, and long-term care insurance solutions. We also review and discuss property and casualty insurance for clients.