Objective Investment Advice From A Trusted Professional

            Our compensation is directly related to the services we provide and to the assets under our supervision. This simplicity in structure affirms our role as a fiduciary advisor, an advisor that has a requirement to act in your best interest. 

             For this fee, in addition to directing and monitoring the accounts, we also perform financial planning elements including data gathering meetings, determining your purpose and targets, building the framework for our recommendations, future income planning and ongoing education on a variety of investment and financial topics.

At your request, we will also provide coordination between CPA’s, attorneys and other professionals.

             We are available for phone calls and additional meetings as you would consider necessary. Regular communication is important to us as we continue monitoring your progress toward your goals.