You and your financial success are important to us — that’s why we put you first in everything we do, we act in good faith on your behalf, we treat you fairly, and give you objective advice. We keep your information safe by conducting our business with regulatory compliance and confidentiality. Also, we use outside security companies for your investments, and we provide you with our fees up front so that you know what to expect.We’re an independent financial firm who believes in serving you rather than selling you something. And we don’t just do all of this because we are legally obligated as fiduciaries; we do it because we know it’s the right thing to do.
Your first meeting with us is complimentary. We’ll work with you to understand your concerns, dreams, and fears. We’ll explore your current financial situation and define your short- and long-term financial goals.
Next, you choose if you want us to engineer a financial plan that includes financial strategies and actions customized specifically for you. There is no obligation and the cost of the plan is based on the complexity of your finances. This is what we call a fee-only service and plans range from $900 to $7,500.
With your financial plan in place we implement your financial strategies and manage all of your investments from accumulation to distribution — like your 401(k)s, 403(b)s, and your IRAs. We also work hard to help manage the coordination of any legal and tax planning you may need.
If you choose, we are happy to do so for a 1% or less annual fee based on the value of your investment accounts under our care. This is what is called fee-based investment management and includes quarterly meetings with us to review your investments and make any necessary adjustments needed throughout the duration of our relationship.
Investing in yourself is easy — we’ll work together to create a financial plan you can feel confident about.
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