OUR MISSION

As an independent financial planning firm, we represent our clients and their interests rather than any specific company.  We focus solely on serving your needs and acting in your best interest at all times.  This provides you with the confidence you seek to pursue financial success on your terms. 

While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Because we are independent, we have no obligations to investment product companies, no cross-sell quotas or home-office directives.  We recommend only those products and services that meet our clients’ needs – we have no proprietary products. 

Our independence is vital to delivering objective, unbiased recommendations and therefore, choose investments solely on the merits of their suitability for our clients.  We offer our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.  We spend time developing customized solutions for the unique challenges faced. 

From an advisory business perspective, we are a fee-only financial advisor firm with a fiduciary responsibility to act in our clients’ best interest.  As fiduciaries, we must put our clients' interests ahead of our own. 

Our goal is to be your one-stop shop for all your financial needs.  We have a wide range of trusted strategic partners we work with who can help you through your life events, such as buying or selling your home, obtaining a mortgage, auto or homeowners insurance, divorce assistance, loss of job and more.  Attorneys, CPAs, mortgage brokers…they’re our friends!  We’ll connect you with the professional resources you need so that you can navigate forward with confidence. 

We look forward to helping you or your business take control of your financial future.