Planning First.
Planning Focused. Strategic Investing.
A goal without a plan really is just a wish. Unlike other firms that rush to reallocate your investments we follow a planning first, investments second methodology to help our clients to create and maintain after-tax wealth.
Fee-Based Financial Advice
As a fee-based advisor we do not charge a commission but rather we charge a flat-fee based on your assets under management. We make money when you make money.
Independent. Client Focused Fiduciary.
As an independent firm we focus on serving our clients and do not get called away for unnecessary meetings. We have partnered with LPL Financial as our custodian which allows us access to the worlds finest institutional money managers.