Our reason for doing what we do is to improve lives and reduce financial uncertainty and stress through sound and principled financial planning.
We are firm believers in the power and importance of financial planning. Financial planning is far too important to be reduced to a mere sales pitch for financial products.
We make the following promises to our clients:
1. Your goals and your financial future are ALWAYS our top priority.
2. You will ALWAYS know what we are getting paid because you are paying us.
3. We accept NO commissions. We are FEE ONLY financial advisors. Since you pay us, we work for you.
4. As Certified Financial Planners, we are committed FIDUCIARIES. That means we are ethically bound to always act in your best interest. (that isn’t true of all financial advisors by the way!)
5. We will always be RESPONSIVE.
6. No matter how much (or how little) money you may have – you will receive the same diligent planning as a member of our own family. Because this really matters!