Why Work With Us?
*Ever heard of a "Fiduciary"? fi·du·ci·ar·y - The highest legal duty of one party to another...being a fiduciary requires being bound ethically to act in the other's best interests. Unfortunately, not everyone in the financial services business is legally required to put their client's interest first. As an investment fiduciary, we do...and not just because we are required to, but because we believe its the right thing to do, and that our clients deserve our professional, objective advice.
*I love helping people who are serious about their financial future and who want someone to help them make the most-educated decisions with their money.
*We focus on goals-based planning because everyone's life, and what they want to achieve, is unique. The investment strategy we develop is intended to give each client their best opportunity to successfully meet their goals and dreams in a cost-effective and tax-efficient manner.
There is no substitute for a phone or video conversation when it comes to getting answers about your specific questions, unique concerns, and complicated financial situations.
Free Gift For You: Virtual Education Theater
Fame, big-money contracts, lucrative endorsements and lavish lifestyles are often associated with professional athletes. Unfortunately, so are many stories of “rags to riches to rags” due to poor financial choices made by these superior athletes.
We offer a range of Financial services, everything from basic financial planning, business planning, education planning and more.
Learn about our 6 step plan to set you up for an easy retirement plan.
Moving You From Return on Investments to Return on Life.
Are you managing your money in a way that improves your life?
Believe it or not, not everyone does – in fact many people do not. Our Return on Life Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress. We identify areas where you can use your money more effectively to make things better. And, importantly, celebrate the areas where you’ve made progress.
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Mixing family and business can be tough. Is it possible to create healthy boundaries?