Broker Check

What We Are

Independent

We don't work for any large investment or insurance firm.  What this means for you is that we are unbiased and we avoid any conflicts of interest.

Fiduciary

We will always put your best interests before our own.  No exceptions.

Financial Planners

Every recommendation or strategy that we present to a client is in support of their unique goals and dreams.  We help you to leave no stone left unturned when it comes to your finances.

Educators

We will never ask you to blindly trust us.  We will help you to understand any strategy that we recommend so that you can be comfortable with your decisions.  Transparency is key.

Fun

We believe that financial planning doesn't have to be stuffy and boring.  We love having a fun culture.  Let's work together and have a blast doing it!

What We Are NOT

"Salesy"

We are here to give you options and great service.  You will never feel like you are being sold anything.

Transactional

Many financial advisors run a transactional business.  Not us.  We believe in building lasting relationships through a unique financial planning experience.

Asset-Gatherers

We are here to give you sound advice.  Yes, we manage assets in support of your planning, but we aren't here to open accounts just for the sake of opening accounts.  You matter to us and we want to help you succeed.

Set It And Forget It

Ever worked with an advisor before and felt neglected?  It happens far too often.  We believe in meeting with our clients often to track progress and make changes when necessary.

Speculators

We believe in a long-term approach based on asset allocation and managing behavior when it comes to investing.  We are not interested in being speculative or trying to help anyone "get rich quick."

Who We Work With

Millennials / Young Families

Are you new to investing and want to know where to start?  Perhaps you would like some help with your work retirement plan options.  Have you recently started a family and want to know what you should do next?  We can help.

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Mid-Level Management

Are you an executive at a large corporation?  There are many items to consider: Am I managing my retirement plan effectively? How will I turn my savings into a retirement income stream?  Can I retire before I qualify for social security?  Am I maximizing my company benefits?

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Professors

Do you work in Higher Ed?  Perhaps you would like help with student loan repayment.  Are you maximizing the benefits offered to you from your institution?  Do you have outside income that you want to manage properly?  You have many unique opportunities available to you.

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