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Our Guiding Mission IS ALL ABOUT YOU

Our mission is simple:  We want to help you achieve and maintain financial independence so you may live a more balanced and rewarding life now and in the future. We do this by delivering personalized solutions to help bring your financial life goals and personal core values into proper alignment. In essence, our core mission is to be the last financial advisory firm you and your loved ones will ever need.  

Our firm was founded almost two decades ago to help every client get a better return on life. We are dedicated to the financial health and happiness of our clients. We manage the financial nest eggs of our clients to help them achieve and maintain financial security. We are most proud that we are able to help our clients live their lives by design, not default.

We help our clients achieve their lifetime goals through goal-based financial planning and forward-thinking portfolios, fee-only fiduciary advice, a strong technical foundation for navigating financial markets, and a straight forward fee schedule.

Fee-Only Fiduciary Advice - 100% of the time

As an independent, fee-only financial planning and investment advisory firm, we have a fiduciary responsibility to always place our clients' best interests ahead of our own. What exactly does this mean? In short, we will always provide 100% unbiased, objective (commission free) advice that is in your best interest, not ours. 

As a fiduciary firm, we are legally bound to do what is in your best interest 100% of the time. Unlike brokerage firms and insurance companies, we have no hidden agenda with no corners to cut or sales quotas to meet, and we offer full disclosure to every client all of the time. You can rest assured that we will always do what is in your best interest to grow and preserve your wealth and your legacy.

We are completely independent and operate as an open architecture wealth management firm with comprehensive access to a broad base of global offerings to benefit our clients. We don't accept commissions from mutual funds, brokerage firms, and life insurance companies or any other third-party, and we have no proprietary products to sell and no sales contests to win. We work solely for our clients, eliminating the compensation conflict of commissions and one-time ('one and done') product sales. As strong proponents of the Fiduciary Standard, we have made a commitment to our clients by joining a national organization of investment professionals and fiduciary experts.

start planning YOUR FINANCIAL FUTURE today

Goals based financial planning is a process designed to help you achieve your financial life goals, and the process works best when you trust your financial advisor and fully understand and implement their advice. We take great pride in building  strong relationships with our clients so that we may first understand their specific needs and goals, and then provide knowledgeable and thoughtful advice to help improve their personal situation. Let us help you get a better return on life by helping you manage your financial and retirement dreams come true. 

"What you get by achieving your goals is not as important AS what you become by achieving your goals."

Henry David Thoreau