We get it - you want Simple and Smart.
The financial industry is overrun with salespeople that want to spin your head and push products. We think there is a better way.
This is what we believe:
- Your financial advisor should work for you, not some outside company creating financial products.
- Working in a Fee-Only capacity puts the client and the advisor on the same side of the table.
- Your advisor should be your personal CFO, helping you with every facet of your financial life, not just one area.
- No two clients are the same, so no two financial plans should be the same. Your plan should be customized for your situation, not a cookie-cutter solution.
- Costs matter. While you cannot control what the market does, you can control what you pay in fees and taxes.
- Technology has made the world a much smaller place. We work locally and virtually; it’s up to you.