- We believe in the fee-only model of financial planning—we will never try to sell you a product for a
- We know that you do not care how much we know until you believe that we have your
interests and needs as our most important concern in our service for you and your family or your business.
- We believe in being completely honest with you: we will tell you what we think you
need to hear, not just what you may want to hear even if it means losing your business.
- We believe that everyone should have access to affordable financial planning—we have no
minimum account levels.
- We fully and completely support our citizens in the military so please
tell us if you are currently serving in the military or have recently (within one year) left military service.
Please feel free to contact us for a No-Obligation consultation of up to three hours at a time and
location of your convenience.