Our Mission:
Our mission is to deliver outstanding financial planning and investment management services to the people we enjoy serving.
We abide by the CFP® Board’s Code of Ethics which includes: honesty, integrity, competence and diligence. Click here to learn more about the Code of Ethics and Standards of Professional Conduct for CFP® Professionals.
Our mission is to deliver outstanding financial planning and investment management services to the people we enjoy serving.
We abide by the CFP® Board’s Code of Ethics which includes: honesty, integrity, competence and diligence. Click here to learn more about the Code of Ethics and Standards of Professional Conduct for CFP® Professionals.
Services & Solutions
Retirement Planning
Whether you’re building up or spending down your assets, we’ll project what your retirement might look like.
General Planning
Buy or Lease? Traditional or Roth IRA? We help clarify your options so you can make informed decisions about your financial future.
Investment Management
Work with an experienced CFP® Professional on an investment plan that aligns with your life and goals.
401(K) Plans
We help you retain good employees by implementing retirement plans that make sense for your situation.
Planning Options
We don’t have investment minimums because we think everyone should be able to get help when they want to improve their financial situation. Schedule a free initial consultation if you have questions about the options below.
One-Time Options
Quickstart/Retirement Analysis
Quickstart/Retirement Analysis
1-2 meetings centered around a couple of planning topics with follow-up email/phone access
Comprehensive Financial Plan
2-3 meetings covering a comprehensive plan with follow-up email/phone access
Hourly/Project-Based Planning
You’ll always get a 100% free initial consultation. We won’t charge anything until we mutually agree on the scope and duration of the service
Ongoing Relationship
Comprehensive Wealth Management
% of Assets Under Management
OR
Flat Retainer
Ongoing Relationship Benefits
- We’ll be your partner in helping you work to clarify and achieve your goals
- We’ll meet at least annually for a review of the plan (we’ll meet more often if starting an initial plan, you are near retirement age, or if your current situation requires it)
- We’ll help you implement our advice, including insurance/investment advice along with any referrals
- Unlimited access for your financial needs
Frequently Asked Questions
