Fee-only
We never get paid for selling products. We are only paid by our clients.
We don't wear suits and ties, and we don't think everyone needs whole life insurance, an annuity, or investments with outrageous fees. That's not our style.
Think of us as more like your family doctor, but for your money and who you'll actually look forward to meeting with.
We never get paid for selling products. We are only paid by our clients.
We don't try and hide our pricing. You can check it all out here.
Legally obligated to act in your best interest. Also, it's just good business.
Many financial advisors require that you have hundreds of thousands of dollars to be managed to qualify to be a client. We know there are a lot of folks out there who can have those hundred of thousands of dollars with the right guidance. That's where we come in.
In our meeting, we will discuss the following topics, and then we ask that you think about it. No pressure, ever.