We work with a select client base made up of pre- and
post-retirees and their families. Our clients include individuals seeking a
solid plan to move them forward to, and through, retirement, those who want
help protecting what they have built against a volatile investment environment,
and those who are looking for an advisor who has their back.
All of our clients have made a commitment to comprehensive
financial planning. We are not the right firm for those who are simply looking
for the latest “hot investment.” In our 20 plus years of business, we have
never called a client with a “tip.” As a fee-based operation, the needs and
goals of our firm are aligned with those of our clients.
How We Are Paid
We are compensated through the following methods:
- Fees for comprehensive financial plans
- Fee-based investment management
- Commissions on insurance-based products