Who We Are
Independent
Fiduciary
Fee-only
Your Guides
We Listen. We Lead. We Guide.
As an independent, fee-only wealth planning firm, we provide direction and offer flexible strategies that evolve as you progress. We provide tax-efficient retirement planning and investment management services, helping you structure your investments to create sustainable income for life.
We face no pressure to promote proprietary products, enabling us to serve purely as your fiduciary with your best interests at heart.
Our compensation comes directly from our clients, ensuring our advice is objective and free from commissions. This independence allows us to select from the industry’s best money managers, mutual fund companies, custodians, and other service providers, ensuring access to top-tier specialists for each aspect of your financial strategy.
Your Journey With Us
INTroductory meeting(s)
We begin by getting to know you—understanding what’s happening in your life and why you’ve sought us out. We’ll take the time to address any questions you have.
Implementation meeting
Once we’ve laid the groundwork, we’ll finalize your investment strategy, begin a comprehensive financial plan and initiate the transfer of eligible assets under our management.
ongoing
service
We will continuously monitor your journey as your guide in navigating challenging terrains, reaching peaks, and safely descending— regularly meeting with you to review and plan.