How We Help

Investments and financial planning are tools. Our ultimate goal is to use these tools to help individuals and families discover and achieve their goals and dreams. We are passionate about our work and offer a variety of services to our clients.

How We Are Different

Our biggest difference remains our biggest strength: we pledge to act in our clients’ best interest at all times. You can read a full description of what a fee-only is here; in short, regulations require a fee-only advisor to act in the client’s best interest at all times. We believe this difference is crucially important and we want all of our clients and prospects to know we are serious about our pledge. This is why we include this written fiduciary pledge in every client contract we sign. Now, ask yourself this simple question: “Do I want to go an advisor who will not sign a written pledge to act in my best interest?”

Our Investment Services

We work with a variety of clients and offer a variety of services. Here are some of the most common account types and services we help with.

Types of Accounts

• IRA Rollovers •
• Traditional & Roth IRAs •
• SEP & SIMPLE IRAs
• Brokerage Accounts •
•• 401(k)s

Services

• Investment Management
• Retirement Planning
• Budgeting
• Financial Planning
• Social Security Planning

Our Fees

You can find our fee table here. If you are wondering how this compares to what you are paying now, we can help you find out. If you are paying for ongoing investment management, this fee includes all of the services listed above.

Contact us today and we will be happy to answer any questions you may have.