We will always place your interests first. We work for our clients and only for our clients, as a fee-only advisory firm we do not receive income from any source other than our clients. If we, in our professional judgment, feel that an actual or potential conflict of interest exists, we will promptly inform you, the client, of this. We believe that that a fully informed client is able to make better decisions.
Your phone calls, e-mails and inquiries will be handled professionally and promptly.
We will always strive to provide you with the tools and information you need to make your important life decisions from a position of confidence and understanding.
Each client is a unique individual with their own unique hopes, fears and dreams. We respect this fact and work with each client with this understanding. We do not do "cookie cutter" financial planning and we do not do financial planning in order to sell you products.