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.
Higher education is facing a crisis. Before the pandemic, new college grads were struggling to find consistent incomes to pay back massive student loan debts. Entry level employment was in jeopardy, making landing on solid financial footing post-graduation increasingly difficult. The inherent value of obtaining a college diploma was being questioned. Meanwhile, this shifting landscape Read More
The Fed is winning. The Federal Reserve’s unparalleled stimulus measures have, in essence, placed a floor under the markets barring any additional unexpected shocks to the system. Much of the stresses of equity and bond market collapse brought on by the COVID-19 shutdown during February and March were successfully alleviated. Usually the earnings of a company and Read More
Market vs. economy. The country seems to be in the thick of a tug-of-war battle as May approaches. The COVID-19 pandemic has caused the largest dislocation of jobs, economic activity and consumer demand in generations. Oil prices went negative a week ago. Other commodities are falling from lackluster demand. The food supply is staring at Read More