WHAT WE DO:
We are a fee-only, financial planning and tax advisory firm. We are paid only by our clients, erasing any conflicts of interest. Our advice is unbiased.
We are fiduciaries. We have a sworn, legal obligation to put our clients' interests first. Our practices are transparent, accountable and open.
We deliver and maintain a comprehensive life plan. Recommended annual updates provide a precise roadmap for helping deal with life's transitions.
WHAT WE DON'T DO:
We don't sell financial products or accept commissions, referral fees or incentives from third parties. We answer only to our clients.
We don't offer financial planning lite. Lite planning is too narrowly focused, frequently promoting financial products that may not be in your best interest.
We don't manage investments. Instead, we provide advice implemented by Do-It-Yourselfers or a qualified investment manager.
What Makes Our Retirement Planning Unique?
WE ARE PROUD TO BE MEMBERS AND AFFILIATES OF THE FOLLOWING ORGANIZATIONS:
