OBJECTIVITY

As fee-only advisors, we sell no investment products of any kind. We offer straight talk and a cost-conscious approach to investing that enhances Clients’ net investment returns. As an SEC-registered investment advisor, we embrace our fiduciary duty to hold Clients’ interests above our own.

EXPERTISE

As financial planners and CPA’s, our professional advisors offer a unique combination of investment and tax expertise, providing integrated solutions for diverse Client needs.

DISCIPLINE

We have developed a proprietary cash flow modeling and asset allocation simulation tool to assist Clients in assessing capital sufficiency and making the critical asset allocation decision. We employ a disciplined process of monitoring by which each Client’s portfolio allocation is reviewed weekly.