Who We Serve...

What Clients Get

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By working with us, we have seen that our clients are more:

  • PROTECTED

    We work in the capacity of a fiduciary, legally obligated to place our clients’ interest first, in all matters. We are only paid by our clients directly and never become salespeople for any party. Thus, our only focus is on developing the best strategies and employing the best tactics for each client; we are never enticed by a sales commission. We evaluate financial products, investment opportunities, and strategies with a healthy dose of skepticism which has often helped our clients improve their prospects for success by avoiding overlooked risks and unnecessary costs.

  • EDUCATED

    There is plethora of interesting information out there on personal finance. Only a portion of it is relevant and useful to any given client. We are particularly adept at helping clients understand what is actually important to their success as they define it.

  • UP-TO-DATE

    We are lifelong learners and insist that our team stays ahead of the curve with the latest information, changes and ideas regarding financial planning.

  • EFFICIENT

    Our team is competent and capable. We have the skills, knowledge and determination to get the nitty gritty done. Based on each client’s unique situation, if something needs doing, we’ll either do it for them or monitor the progress of the party who should complete the task.

  • ORGANIZED

    We help our clients get and keep their financial affairs in order. Then when economic, political, market or tax code changes come, we evaluate these changes and collaborate with clients to determine how their strategies are affected and what tactics should be stopped, started, or modified.

  • CONFIDENT

    While no one knows what the future holds, some issues can be anticipated. We prepare our clients for as many of these issues as possible, giving them confidence in knowing they can make sensible decisions to determine the best course should unforeseen circumstances arise. No one can be entirely worry free, but greater peace of mind is possible through sound planning and preparation.