WHY CHOOSE US

TRUSTWORTHY
CFP® professionals agree to a fiduciary oath to act in your best interest alone. Our advice is independent, unbiased, and confidential.

ETHICAL
As members of the Financial Planning Association, we adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those whom we serve.

TRANSPARENT
You will always understand how we are compensated. We charge a fee for financial planning and separately charge an Assets Under Management fee if we manage your assets. The insurance company pays a commission if we sell clients life, disability, or long-term care insurance.

INDEPENDENT
We are not “product pushers.” We find the solution which best fits our clients.

KNOWLEDGEABLE
We are dedicated to continuous professional and personal growth.

DILIGENT
We work tirelessly to help our clients achieve their life goals and take care of their loved ones. That is our mission—above all else.

TECH SAVY
We will work with you remotely over video conferencing if it is inconvenient to meet in person. Use our Web portal to view your finances at any time.

CONVENIENT
We will meet with you at your home or office or in our office. Evening or weekend appointments are available.

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