As independent financial advisors, we choose from many possible investment management strategies to find the one that perfectly meshes with your goals, your dreams, your peace of mind. And we do this with no commissions, no hidden fees, no surprises.
That’s right. We don’t accept commissions or fees of any kind from brokerage firms, banks, life insurance companies or mutual fund families through which we invest client assets. Period. When we say we’re independent, we mean independent.
We have no incentive to sell you a particular product. Instead, we only have an incentive to enhance the value of your portfolio, as we earn a percentage of the value of your portfolio, or a flat fee for specialized services. We’re completely transparent, which means you’ll know exactly what you’re paying, up front.
And here’s something else that makes us different: We live right here, and we believe that when you call us, you should get to talk to a real person. You will have a specific team dedicated to your financial success, and you can drop by to see us any time you want. We will communicate with you regularly, in any form you want that to happen — email, phone, newsletters, face-to-face meetings. And you have complete access — any time — to our entire team of expert advisors.
Our mission statement says it all:
To Preserve and Enhance Your Peace of Mind