You are looking for investment advice

But are we a good fit for you?

You…

  • Are a mid-career working professional, retired, or rapidly approaching retirement.

  • May have sought professional advice in the past but been turned away or put off by what you encountered.

  • May already have a financial advisor.

  • May rely on friends or family to bounce investment ideas off of, even though in the back of your mind you know that’s probably not the best strategy.

  • May feel like you have no control and so do nothing, feeling overwhelmed by all of the investment choices, account types, and industry jargon.

We…

  • Are in this for the long-haul.

  • Are passionate about what we do and thoroughly enjoy building long-term relationships with our clients.

  • Believe you deserve to work with someone you can truly trust and respect, and someone who can be a guide and resource to you as you move through life’s financial maze.

  • Would much rather have you work with an advisor who you feel is the best fit, even if that’s someone other than us.

We work well with those who…

Recognize the importance of fee-only financial advice and financial planning.

This is foundational for the work we do with our clients. Without this, we have nowhere to start.

Are willing to take action and realize the incredible impact financial planning has on their family’s future

It is you acting on the plans that we put in place that will move you toward your goals. Good financial plans take a lot of time and thought. It is pointless to go through the exercise if no actions are taken.

Are looking for a professional they can trust to help guide them along the way.

In some cases individuals are more do-it-yourself in nature and feel confident to do their own financial planning, research, self-education, implementation, and monitoring.

This is completely understandable and we encourage those of this nature to do so. Why would you pay us to do something that you feel confident you can do a good job of yourself?

We work best with those who are looking for a professional with expertise and experience to guide them through the intricacies of financial planning and investment management so they can focus on other important matters in their life.

Continue the journey:

Check out our services & fees

And learn more about who we are