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I work for YOU, not a large company. As an independent advisor my loyalty is to you, my client. This contrasts with the expectations of employee-advisors for large companies who are encouraged to sell, or restricted to only use, their employer’s funds and other proprietary products and services. I do not sell any products or services for additional revenue, nor do I accept referral fees. My ONLY compensation is the advisory fees paid by my clients for services I render on their behalf. Period.
Keep more of your money. The more fees you pay the less money is working for you in your portfolio or available for you to spend. Modern technology combined with removing unnecessary costs and overhead (like a physical office building) allow me to offer my services at very competitive rates. I’m committed to keeping my fees low and transparent for the benefit of my clients.
“Simplicity is the master key to financial success.” -Jack Bogle. We take complex topics and make them easy to comprehend. Our goal is to simplify your financial planning to give you peace of mind to focus your time and energy on what matters most to you, not your finances.
Piecing together the different components of financial planning:
• Financial planning
• Insurance and risk management
• Estate planning
• Psychology and emotions
• Life planning
Whether your goal is to retire early, vacation more, sleep soundly at night, build a dream home, give charitably, take care of a loved one, or anything else, we will work with you to help you achieve it.
Your assets are safely held by a custodian that grants me limited authority for trading and charging fees.