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.

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.

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.

OUR SERVICES

Tax Planning

Investments

Insurance Counseling