Clients typically have two needs, both coming at different points in life along their journey with working with a Financial Advisor.

A need for a comprehensive strategy for their financial and retirement goals to be efficient, and clear, or simply recommendations to their investment selections for better performing accounts.

Either client is starting these life steps in working with an Advisor for the first time, or later in life in shopping around for an Advisor that provides better service, education, expertise, or more depth than their current Client-Advisor relationship.

As an independent firm: our job for you is to view your current situation, find ways to improve your plan, and investments, according to your timeline and needs.

Our core mission statement and frame of mind is to always provide more value than we take in pay for our clients, and to continue pushing the needle in that regard.

If we’re not doing that, or we feel a competitor isn’t doing that for a potential or mutual client, we’ll voice it.

Having that be in the forefront of our minds through every conversation, changes things for the better.

It’s how we’ve built a sustainable business and service for our clients.

By planning with you, shepherding documents, reviewing your accounts, and finding complimentary yet enhanced strategies to implement into your portfolio — we should deliver far above what we would charge as a fee, and we want our clients to always feel that understanding and see it.