About
We provide active investment management and comprehensive financial planning on a fee only basis. We have been in business since 1992 a 2nd generation family owned and operated business. We have advanced training and education including Certified Financial Planner Designations and CPA. Our advisors act as fiduciaries. Our purpose is to help clients reach their financial goals more effectively and efficiently.
We enjoy helping our clients reach their financial goals effectively and efficiently.
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Reviews
Paul W.
Larry B.
Frequently asked questions
What is your typical process for working with a new customer?
Client comes in for a free one hour no obligation presentation about our business, which includes detailed information on who we are, what we are about, what are services are, how we are compensated, etc.
If customer wants to work with R.O.I. paperwork is filled out.
What education and/or training do you have that relates to your work?
Bachelor's Degree in Business Adminstratin, MBA, and CFP (Certified Financial Planner) Certificant
Do you have a standard pricing system for your services? If so, please share the details here.
Declining Fee Schedule (% of assets managed) contact us for details.
How did you get started in this business?
Father started the business. Grew learning the business from the ground up.
What types of customers have you worked with?
Varying types of clients.
What advice would you give a customer looking to hire a pro in your area of expertise?
Find out what motivates the client what is their background, experience, education, compentsation method, etc.
What questions should customers think through before talking to pros about their needs?
What are your financial goals? Who can help you most effectively and efficiently achieve them?