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Confidence ~ Clarity ~ Sound Decisions

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Investment Management

Some call us “purists”. While other financial advisors sell you products to maximize their commissions, we’re paid only by you. As a fee-only advisor, we act as a fiduciary to provide independent and objective advice with your best interests in mind to help you accomplish both your short- and long-term financial goals.

Understand Your Risk Tolerance & Benchmark Your Goals.

What do you need money for today and what lifestyle do you desire in retirement? How do you get to where you want to be and are these goals realistic? We’ll help you develop and implement a strategy to achieve your desired financial objectives.Balance in Life

Establish an Investment Portfolio.

With your goals, timeline, risk tolerance and current financial position in mind, we’ll put together a diversified portfolio with a range of asset classes that minimizes cost and maximizes growth potential.

Monitor Your Progress & Protect Your Assets.

We’ll meet twice a year to review your personal situation and the evolving marketplace to ensure your portfolio is performing and to rebalance or restructure where it’s not.

Transition Accounts.

Whether you’re moving investment accounts from another investment manager, changing the custodians, or rolling over a 401K, we’ll help you keep your portfolio in order.

About Fee-Only Financial Planning

NAPFA (National Association of Personal Financial Advisors) Fee-Only advisors adhere to a “Fiduciary Oath”. As a fiduciary, they are legally required to put your best interests ahead of their own and to offer a straight-forward fee structure. When choosing a Financial Advisor, always look for the Fee-Only registered trademark.