How are you compensated for your services?

We are a Fee-Only financial planning and investment management firm. Our only compensation comes from the fees we receive from our clients for the advice we provide. Unlike many financial advisors, we never receive any commissions, finder’s fees or any other...

Who can benefit from your services?

Any individual or family seeking financial peace of mind can benefit from our services. We work with clients from all walks of life. Our clients have the flexibility to work with us on a one time as needed basis, or an ongoing more comprehensive basis.

How do you define financial planning?

We believe that financial planning is the process of planning for, and meeting, your life goals through the proper management of your finances. Your life goals may include buying a home, a fulfilling retirement, providing for your child’s education, protecting your...