- It’s personal. We evaluate and advise, mindful of what brought you to this point and what may encourage or discourage you along the way.
- Planning and implementation are processes. We work with our clients on an ongoing basis to guide them and be a resource through the turbulence and the milestones of life.
- We are fee-only (not fee-based, not commissioned), which means we are only paid by you and never paid by fund companies, insurance companies or other product or service companies.
- We invest based on research, diversification and controlling costs. We don’t chase investment trends. We do monitor investment research to identify strategies with proven results.