Everyone deserves an independent Certified Financial Planner™ who acts as a fiduciary.
We live in a global economy and a complex world where the onus is increasingly on the individual to be in charge of their own financial destiny.
The events over the past few years have shown that financial institutions have not had their clients’ interest at heart. This justifiably has led to inertia on clients' behalf because they do not know where to turn to get solid and unbiased advice.
Now, more than ever, you need assistance with your financial planning — and you need it from someone you can trust, cares about you and are passionate about your financial well-being.
You deserve the highest fiduciary standards that only an independent CFP® professional who is not tied to an investment firm, bank, or insurance company can provide.
Our client services include, but are not limited to, the following areas: