• We provide our clients with "fee-only" (zero product sales) financial planning
• And "fee-based" (zero sales commissions) wealth management.
• Our firm functions as a fiduciary, always placing your best interests ahead of our own. As such, we fully disclose to you all of our sources and amounts of income as well as any potential conflicts of interests.

Ronald Scott Colson, CFP®, MBA, President Ron has been providing financial planning and investment advice since 1987. Click here to view Ron's resume.

Paterson Scott Colson, Office Manager Performs office administrative functions and is currently attending college.

SHOULD YOU HAVE A FINANCIAL PLAN? Money does not come with instructions. Developing and maintaining a financial plan is highly recommended for anyone who either wants to have money or who already has money. We will prepare a Projected Retirement Snapshotsm And we will offer to review your plan each year. Our firm's hourly financial planning fees are waived for our clients who utilize our wealth management services.

 

IS WEALTH MANAGEMENT RIGHT FOR YOU?
Professional wealth management is most appropriate for people who have neither the time nor the desire to research and manage their own investment portfolios.

• We have designed our wealth management program, the Strategic Portfolio Balance^sm Investment Discipline (SPB^sm), to maximize your investment returns relative to the level of risk that you are willing to accept.
• SPB^sm includes nine model portfolios that span the risk spectrum from our lowest risk Very Conservative Income model portfolio to the highly volatile Very Aggressive Growth model portfolio.

By contrast, if you have both the time and the desire to research and manage your own investment portfolio, professional wealth management is not right for you. You will be much happier as a "do-it-yourselfer", guiding your own financial destiny.