Fee-only compensation is the right way to engage us. The manner in which you pay your advisor should be aligned with your need for objectivity. We will never sell you any products and we do not act as representatives of any brokerage firms, banks or insurance companies. You simply pay us a fee based on the size of the accounts that we manage for you or a fee for the financial planning project you hire us to complete for you. Being fee-only is an essential part of who we are.
In addition to our commitment to fee-only compensation, you deserve honest and clear communication. We work to create a culture that exceeds your expectations for excellent service and to maintain effective communication to keep you truly informed. Our goal is to serve you as we would expect to be served.