Our Services

Fee-Only Financial Planning

We do not sell any products. Therefore, sales incentives never bias our recommendations. Our financial planning process includes the following:

  • Establishing and defining the client-planner relationship

  • Gathering client data including goals

  • Analyzing and evaluating the client’s current financial status

  • Developing and presenting recommendations and alternatives

  • Implementing the recommendations

  • Monitoring the recommendations and outcomes

  • Annual review of goals and recommendations with client

Fee-only Investment Management

We earn zero commissions for managing your investment portfolio based on your specific personal financial goals. Our fee is based upon a percentage of the total value of all of your accounts.

  • Rollovers

  • IRA's

  • College Savings

  • Trust Accounts

  • Joint and Individual Accounts