Welcome! We provide comprehensive financial planning and investment management on a fee only, no commissions basis. That means you get advice on:
-investments (CFAs are experts on investments.),
-taxes (CPAs are good at taxes!),
-retirement planning (Most CFP's look at the whole picture and plan comprehensively.),
-evaluating second homes, assisted living choices,
-as well as: employee benefits, pensions, estate planning, insurance, cashflow management,
Why us? I've educated myself highly (CPA, CFP, CFA) so I can provide thorough advice when working with you. We have lower fees on larger portfolios.
We do not sell you investments or insurance for commissions.
There are 2 professional standards in our industry: fiduciary and suitability. We follow the fiduciary standard. We're required to give you advice based on what's in your best interest (vs suitability where a commissioned investment may be suitable for you but not in your best interest).
Details on services are on our website here.
Details on pricing are in our website's FAQ under Interviewing a Financial Advisor.
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If you're interested, we'd love to talk with you.