Our Services

Our Services

Fee-Only Financial Planning

We do not sell any products. Therefore, sales incentives never bias our recommendations. Our financial planning process includes the following:

  • Establishing and defining the client-planner relationship
  • Gathering client data including goals
  • Analyzing and evaluating the client’s current financial status
  • Developing and presenting recommendations and/or alternatives
  • Implementing the recommendations
  • Monitoring the recommendations

Fee-Based Account Management

We earn zero commissions. Our fee is based upon a percentage of the total value of all of your accounts.

  • Rollovers
  • IRA's
  • College Savings
  • Trust Accounts
  • Joint and Individual Accounts
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