What We Do For You
You make financial decisions every day – and each one has an impact. Together we can build a plan that will make you more comfortable with your financial decisions.
Other firms require clients to have a certain level of assets. That’s not our style. We see it as our job to help you build your assets.
Your best interests will always drive our recommendations. We do what is best for you.
You can expect easy-to-understand reports, detailed advice and straightforward recommendations.
From phone and email to video chat and in-person meetings, you’ll always have a quick response from someone who knows you, your needs and your goals.
We’re upfront about our competitive pricing structure.
No, that’s not our style or strategic approach to investing. We encourage our clients to focus on what they can control, like risk, having a plan, and savings vs. expense, rather than attempting to beat the market.
Our prices and fees are extremely competitive for the service and attention we provide. According to AdvisoryHQ.com, the average fee is 1.18% for assets less than $50,000.
Many of our clients come to us for advice when they are about to make a big financial decision. For example: buying a house, starting a new job, getting married, starting a family or receiving an inheritance.
Our thoughts on the whole “timing the market” approach? In the wise words of Paul Samuelson, “investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas”. Many people shy away from the stock market from the fear that it’s too risky. They Read More
We all know life can throw the unexpected our way sometimes. The goal is to have the financial flexibility to be able to successfully navigate those situations. Here are a few of our favorite quotes to inspire you to give your financial resilience a leg up:
It doesn’t take much to get into credit card trouble in today’s “swipe it and forget it” economy. Nearly every store is plastic-for-payment friendly. You don’t even have to open your wallet! Tapping your phone or watch will do. Online shopping is easier than ever. Months can literally fly by without your having to touch Read More