Here are some of the most frequently asked questions (FAQ) we get from new clients:

Fee-only financial advisors have a fiduciary responsibility to always act in your best interest. This means they represent you and your interests when giving you advice.

A fee-only financial advisor cannot receive compensation from a brokerage firm, a mutual fund company, an insurance company, or from any other source than you.

Financial Planning is the process of working with an Advisor to define your financial goals in life and developing a plan to achieve them. The planning process covers Net Worth, Cash Flow, Insurance, Tax, Investment, Retirement and Estate.

We offer the following services on a standalone basis or bundled together in a complete wealth management relationship:

  • Financial Planning
  • Investment Management
  • Tax Preparation
Financial Planning is beneficial for individuals of all ages and asset levels. As long as you have financial goals that you are working towards, a planning relationship can benefit you.
No, not with us. While that may be the case for many planning / wealth management firms, we offer planning relationships without requiring any investable assets. While we do offer investment management and tax preparation as well, each client gets to choose what services they want and how we work together.
Retirement is the largest financial decision you will ever make, it’s never to early or to late to build the financial strategy to get there.

Absolutely, We work with mid career professionals, business owners and families in all stages of life.  Our specialty has been those in transition, but our planning and investment approach can benefit individuals in all stages of life.  With our approach of incorporating tax planning/prep into the financial planning/investment relationship we find it offers a unique element that few wealth management practices offer.