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Our Process
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WE ARE DIFFERENT

FEE-ONLY NO COMMISSIONS

We do not receive any commissions. None. We only charge a small monthly fee that includes all our services. Fee-only keeps our interests aligned with your interests. Because we are fee-only, we can choose the best, low-cost investments for you.


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DAILY ACCOUNT EVALUATION

We evaluate all our client accounts daily. Not yearly, not quarterly, but daily. We change your investments and rebalance them as needed to reduce risk and achieve a better return.


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OUR ADVISERS ARE FIDUCIARIES

A fiduciary is required to act in the best interest of the client. Our professional organizations require us to act in our client’s best interests.


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Our Services

Discover an array of services for all your financial needs.

  • FINANCIAL AND RETIREMENT PLANNING

    Preparation of a personal financial plan will clearly show you how to reach your personal financial goals. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • TAX PLANNING

    We can help you develop tax strategies to reduce the amount of taxes you have to pay.

  • INVESTMENTS

    Smart investing shouldn’t perplex, puzzle or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • INSURANCE COUNSELING

    Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life’s most unexpected events.

  • SAVING FOR COLLEGE

    There are many ways to save for college education funding. We can help you find the best tax efficient option for you.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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Our Process
Our History
Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.
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The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
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Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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