Comprehensive and thorough. Plans are built according to each client's unique goals and resources.
Low-cost and prudent investment portfolios supported by real data and a sound academic approach.
Objectivity and integrity are core values. Being an independent comprehensive fee-only fiduciary is the highest client commitment in our industry. A fiduciary should serve as a client's trusted partner in all things financial, advising how they themselves might act in a similar situation.
With nearly 30 years experience in portfolio management, tax planning, estate planning, risk analysis, accounting, trust administration, and all else financial; clients have an advantage. Client portfolios are invested and coordinated according to their unique situations. Certified Public Accountant (CPA) credentials and extensive tax preparation experience allows for a more thoughtful and reasoned approach to improving tax efficiency. Extensive estate planning experience helps ensure accounts, allocations, designations, etc., are properly aligned with estate planning goals and actual documents. Risk analysis helps to ensure assets and income are adequately protected.
Your various financial affairs should be coordinated in a thoughtful, reasoned, and prudent manner.
"If you have more than $50,000 to invest, you should fire your broker and find an investment advisor. Brokerage firms would like you to think they perform the same functions as investment advisors. Financial advisors who are members of the National Association of Personal Financial Planners submit their work to peer review and are not supposed to charge anything but a fee."