We actively monitor your financial plan and propose or make changes accordingly. We coordinate all aspects of your financial plan including investments, insurance, taxes, and estate planning.
We have CERTIFIED FINANCIAL PLANNER™ practitioners who understand the complexities of managing risk. We have undergone a rigorous process to achieve this designation through education, examination, experience, and ethics mandate. In order to maintain this designation, we must continuously live by the CFP®Board's code of ethics and meet continuing education requirements.
As part of our service commitment, you can expect us to meet and communicate regularly according to your needs and availability. To help you make informed decisions, we explain any financial complexities so that you understand the reasons behind them. We provide clear, concise reports so that you easily understand your investment performance.
We are an independent broker dealer and our objective recommendations are without pressure to promote a particular product or strategy. We are able to access lower-priced, institutional class investments.
We have a legal mandate to conduct our activities with high standards of care. Your best interest must come before ours. We are unlike brokers or agents who are not bound by the fiduciary standard and are not obligated to place their best interest above the client's.