Our services include investments, retirement planning, insurance reviews, estate planning, education planning and goal and value clarification.
Our desire is to know and understand our clients as well or better than anyone else in their lives. We believe financial planning and investing cannot be appropriately done without a clear understanding of the clients values and goals. We work best with clients who desire to participate in the process and have at least a general understanding of why we are recommending any given strategy or action.
To ensure we are able to provide the highest level of services for our clients, we have implemented a $5,000 minimum annual fee.
NAPFA Start Date
April 03, 2020