Our team of financial planners provides unbiased, results-oriented advice, which offers our clients the knowledge they need to make informed decisions about their future. Because we believe issues like financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving are completely interrelated, we develop client-specific strategies that encompass them all, concurrently.
We offer all of our services, including investment advising and investment management, as part of our comprehensive fee-only financial planning service. We are “fee-only,” which means we are compensated only by the retainer fees our clients pay us. We don’t sell financial products, nor do we receive sales commissions on any financial product or service, or referral fees. Because we’re fee-only, we decide what to recommend to you based solely on what is the best fit for you and your specific needs. We don’t have a conflict between what’s best for you and what will make us money.
also use a conflict free approach to how we help our clients. Money can often be a source of stress and conflict, especially in families and between parents and children. We help shape conversations and facilitate decision-making so they are neutral events. We often work with extended families, which can remove conflict about financial matters from the family dynamic and further improves our clients’ lives. Because we’re fee-only, we don’t have any incentive to persuade you to invest in particular funds or products. Our only aim is to help you reach your goals. This objectivity sets us apart from people who call themselves “financial planning” or “wealth management” consultants but whose primary goal is getting you to buy their financial products.