Our loyalty and service are based solely on what is best for clients, not on what might benefit any Wall Street firms or product providers. Fee-only means that compensation comes directly from clients, with full transparency. It eliminates commission-related conflicts of interest. Our focus is always on what is best for our clients, whom we serve in a fiduciary capacity.
We also believe in our clients. Comprehensive planning is crucial for long-term success and we love the process. However, we know that some clients may wish to use their own expertise in certain areas and engage us for specific projects or services.
Our mission is to provide highly personalized service that matches clients with the services that will help make financial concerns as unobtrusive as possible as they progress towards financial independence.