Questions always come up, especially when planning for your financial future. We’ve compiled some of our most common questions here, for your convenience, but we’d be happy to answer any others you may have.
We offer our clients comprehensive wealth management delivered by an independent, conflict-free Investment Advisor Representative. We always deliver what is in the best interest of our clients. We are required by law to operate at the highest ethical standard compared to other traditional sources of financial advice. All other sources offer and provide their advice in a suitability standard, meaning they can put their needs before yours.
We form a relationship and partner with you under a fee arrangement as opposed to other advisors who charge large, up-front commissions.
We are an excellent option because we tailor our plan to your unique circumstances. Whether you’re just launching your career, within 15 years of retirement, or already retired we will help you start making financial progress with easy to understand, achievable steps that don’t have you feeling overwhelmed.
Absolutely! What we’ve learned over the years is that money doesn’t come with an owners manual. We work with singles, married with and without children, divorced, domestic partners, multiple marriages with extended families and the list goes on. Our plan is based on your financial information and needs – it is customized for your situation.
There is a lot that contributes to your financial well being. Doing it right is complicated. Think of us like a helpful coach. There is a reason why even the greatest athletes in the world still have a coach. Professional guidance is the best way to keep you focused on your current needs and long-term goals.
We start our process by getting to know you and clearly understanding your financial wants and needs. We build a comprehensive financial plan addressing all the financial issues that must be addressed that is specifically tailored to you. Most advisors have a set plan already and use it over and over again. We treat each new client on an individual basis to create a plan that will work for your situation.
No. We act only in the capacity as your advisor.
Yes. Your privacy and security are our top priority. We use multiple levels of security in all of our business practices. We will never sell or distribute your email address, user name, password or any identifiable information about you or a family member, ever.