Our mission is to empower you, our client to feel comfortable with your financial affairs. We will work with you in developing a comprehensive financial plan and then construct portfolios that can help you achieve your goals.
We will use prudent policies and practices always recognizing that investing must consider both risk and return.
As fee only financial planners and investment advisors our advice is unbiased. You are our client, our concern. We will not accept compensation from any other source.
“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.”