Personalized Service – Since we serve a select group of clients, we are able to provide a superior level of customized service. We strive to fully understand your values, goals and dreams. Then, and only then, do we develop a financial plan that is specifically tailored to your needs.
Objectivity – We are affiliated with Cambridge Investment Research®, an independent broker-dealer. Therefore, there is no pressure to use a specific product to meet your needs. In addition, we may offer a choice of fee-based or commission-based compensation. As a result, our financial motivation is aligned with yours.
Comprehensive Guidance – We believe in truly comprehensive financial planning and strive to become our client's trusted "Personal CFO". Each year we develop a new plan that addresses all aspects of financial planning: cash flow and financial position, wealth accumulation, retirement planning, risk management, tax planning, and estate planning.
Life Planning Approach – Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction.
Trust – Forms the basis of all of our client relationships and is unmatched in the industry. Our integrity will never be sacrificed.
Long-Term Relationships – We are dedicated to maintaining long-term relationships with our clients. Financial planning is a dynamic process and we will be there to educate and guide you through the changes during your lifetime.