Why Choose Us
Unbiased recommendations: There’s no conflict of interest and no inflated prices because we receive NO commissions on any of the recommended investments or services. We are Fee-Only. That means you pay only consulting or service fees when incurred.
Time: We all have busy lives and don’t always have the time to become experts in everything we need or want to do.
Partner: It’s nice to have a trusted partner who is there for you when you have questions, need advice, or want to set up a comprehensive financial plan for your future and your family’s benefit.
One-stop financial assistance: Personal or business, one place for advice or the assistance you need to monitor any or all of the following—
- Financial goal planning: Do you know where you’re headed?
- Retirement planning
- Evaluating your retirement income requirements
- 401k decision investment choice assistance
- IRA distribution planning
- Investment evaluation and rebalancing of your portfolio for maximum benefit
- Insurance evaluation: what’s important and the answers to pro and con questions
- Tax preparation and/or planning
- Cash management & budgeting
- College funding for your children; learn the better ways to go about it
- Estate and gift planning
Financial planning assistance from an accredited & trustworthy professional (CPA, CFP®)
Maybe the question is, why not?