Broker Check

Our Approach

You never have to go it alone

We approach every client with a blank slate. No preconceived notions of what you need because of what you look like or how much money you have. We understand that everyone is different — and will need a different set of strategies for reaching their financial goals with confidence.

How we approach investing

If investing were easy, anyone would be able to make a killing on the stock market. But it’s not. Doing it right takes plenty of hard work and discipline. Not to mention a thorough understanding of investing principles and financial markets. Which is precisely what we bring to bear when we help you come up with an sound investment strategy.

How we approach retirement

Only 17% of workers say they’re very confident about saving enough for a comfortable retirement.* Our job is to make sure you’re one of them. We’ll help you understand how much you should be saving, how you should be investing and what you might expect to have when you’re ready to stop working. Because the best way to find your way to a successful retirement, is to make sure your eyes are wide open.

How we approach taxes

Taxes are an integral part of financial planning, yet many financial advisors don't have the knowledge or experience to meet their client's needs. Being founded by CPAs gives us tax expertise that allows us to customize tax savings strategies for you.

How we approach insurance

We work with you to determine the appropriate types and amounts of insurance for you and your family. Then we coordinate with your current agent, or we refer you to an insurance provider who can assist. As fee-only fiduciaries, we don't sell insurance, and we never receive compensation for referring you to anyone. We work hard to ensure there are no conflicts of interest so that you can be sure you are receiving advice that is in your best interest.

*Source: Employee Benefit Research Institute’s annual Retirement Confidence Survey, April 2018.

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