Solutions
Our solutions are designed to meet your many financial needs. Whether those include making a seamless transition to retirement or buying a home for your growing family, we build comprehensive financial plans that incorporate the strategies you need to achieve your goals:
Investment management
Retirement planning
Executive compensation
Estate and philanthropic planning
Tax planning
Education planning
Insurance and risk management
Debt management
Rental and vacation property
Advantage
You need to know that your wealth is working for you. By extension, that means you need to know that your financial planner is working for you. You can feel confident that we are working on your behalf because we are fee-only, goal-based, CERTIFIED FINANCIAL PLANNER™ professionals.
Fee-Only AND FIDUCIARY
As a fee-only firm, we do not sell products or earn commissions, and as a Registered Investment Advisory firm, we have the legal obligation to put your best interests first. We embrace our fee-only, fiduciary status because it means you can trust that the advice we give is made with only your well-being in mind.
Goal-Based
Your values, resources, and life satisfaction are intertwined. That is why we build investment portfolios to accomplish your goals, not the stock market’s. By doing so, we help you earn the long-term returns you need to fulfill your dreams.
CFP® Professionals
We are all CFP® professionals, which means we have undergone formal coursework, have passed a national certification test, and complete annual ongoing education so you can feel confident about our advice.
Fees for Services
We strive to make our fees both fair and competitive. We do this best by basing them on two components: a flat financial planning fee and an asset management fee based on the assets we manage for you.
Financial Planning
You pay an annual fee for the financial planning services we provide. Because everyone requires different levels of service, your fee is customized to your needs.
Asset Management
We charge a competitive rate for the assets we manage directly for you. We do not require that 100% of your assets be under our management; nor do we have account size minimums.
