| We are a Fee-Only financial planning and Registered Investment Advisory firm. We specialize in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their net worth, income, or investable assets. As a Fee-Only advisor, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed.
We work with people from all walks of life, providing Fee-Only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed, or ongoing basis.
Today is the best time to get started building your fortune. Whether you are building assets for the future - or seeking to protect, enjoy, and pass on those you already have - We can help you along the way.
To help you reach your financial goals, we provide:
- Personal Financial Planning
- Retirement Planning Strategies
- Cash Flow Spending Plan
- College Funding Advice
- Stock Option Advice
- Lump Sum Distribution Advice
- Review of Investments or Current Financial Plan
- Review of Insurance Needs
- Financial Seminars
We Do Not Sell Financial Products
As an hourly, Fee-Only financial advisor, we do not sell financial products of any kind, nor do we accept commissions from third parties. We are not brokers. Our only compensation comes from you, our client. This arrangement allows us to focus on you and your objectives, not products that benefit us. In short, we offer impartial and practical advice tailored to your personal circumstances and in your best interests.
We Require No Minimums
We do not require that you have a minimum income or account size, nor do we charge a minimum fee amount. Our fees are fair and affordable since they are based on the time and the effort needed to complete the work for you, not on the value of your investments. |