We’re fee-only and fiduciary. Why does that matter?
LOOKING TO TAKE CONTROL OF YOUR INVESTMENTS?
LOOKING TO COLLABORATE WITH A FINANCIAL ADVISOR WHO
PUTS YOUR INTERESTS FIRST?
READY TO REEVALUATE YOUR TAX SITUATION?
WANT TO TAKE THE WORRY FROM YOUR FINANCIAL FUTURE?
Integrated financial planning…
All the pieces of your financial life are related. You can’t decide about one without it impacting another. Helping you see the big picture, we work with all areas of your finances – retirement, investments, taxes, and more – to create a customized financial plan that evolves as your circumstances change.
We work for you…
We are absolutely committed to providing the highest level of service for the most reasonable fee. If we cannot add value to our relationship, we will be up-front and make an honest recommendation. That’s a promise that’s difficult to find in the financial services industry.
Case Study
“Jenny” and “Micah” came to us for financial help. “Jenny” is a self-employed psychiatrist, while “Micah” has worked for several tech firms. “Jenny’s” practice had been growing over the past few years, and she created a SEP IRA to save for retirement. “Jenny” was unsure how to invest her savings, though, and placed the entire balance in a cash fund that was earning little interest. “Micah” had numerous 401(k) plans from previous employers and was not clear on how to manage the accounts. We sat down with “Jenny” and “Micah” to understand their future plans. We opened a rollover IRA to consolidate “Micah’s” 401(k) plans and built an asset allocation that aligned their goals, managed risk through diversification, and was tax efficient.