We realize that our clients trust us every day to help them make important life decisions and manage their life savings prudently.  This is a responsibility that we take very seriously. You can be confident that we will:

  • Get to know you personally, beyond the numbers, and understand what is truly important in your life
  • Listen to you before we speak
  • Avoid jargon and explain things in terms that are easy to understand

As CERTIFIED FINANCIAL PLANNERS™, we chose many years ago to hold ourselves to a fiduciary standard, long before the government decided to require it.  Anything else is just sales, not advice, and has no place in the financial planning profession. By aligning our interests this way, we succeed when you succeed and are confident in the quality of our work.