YES, WE’RE PROUD TO BE A FIDUCIARY.
Cornell Law defines being a fiduciary as "the highest standard of care." Many advisors, brokers, and insurance agents promise this but after sifting through the fine print, surprisingly less than 2% deliver on it.
WE HAVE CERTIFIED PLANNERS, ACCOUNTANTS, AND ANALYSTS.
We continually invest in our team to be the best financial experts. Every member will have access to seasoned CERTIFIED FINANCIAL PLANNERS™, Certified Public Accountants, and more.
WE CREATE FINANCIAL PLANS.
These are living blueprints, playbooks, and guides to help you reach your financial and life goals. There are over 50 different parts that can make up a financial plan. This includes cash flow creation, tax strategy, investment management, asset protection, and estate and wealth transfers.
WE CHARGE AN ANNUAL MANAGEMENT FEE BASED OFF THE TOTAL VALUE OF YOUR ASSETS.
We are fee-only and our fees are competitive versus traditional financial institutions. There are no hidden fees, no commissions, and no selling pressure.
IT STARTS BY GETTING TO KNOW WHAT MATTERS TO YOU.
No two financial plans are the same. We take where you are now, your risk tolerance, your life and financial goals and generate a plan of action for you. We’ll show you different scenarios and investment strategies to get there. The best part is your plan will keep evolving as life happens.