We are a fee-only (a.k.a. commission-free) financial planning firm. Our fees depend on the complexity and needs of the client and are a transparent line item on every statement.
Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. Not us. Being fiduciary, fee-only, and independent advisors, we work to minimize conflicts of interest and assure solutions are built for your best interests.
Our goal is to lower your taxes, reduce risk, and make sure you can achieve your personal goals without worry.
Scheduling your first call with us through the Start Here page will help you make an educated and informed decision about working with our firm and others you may be considering.