We are a fee-only registered investment advisor. Our fees are based on investments under management. We charge a flat fee for our holistic financial plans.

We do comprehensive financial planning for our clients which includes retirement planning, investment planning, education funding, estate planning, business owner planning and tax reduction strategies. We are not real estate agents, mortgage brokers, accountants, attorneys, or stockbrokers; but if your situation warrants it, we can refer you to someone who is.

We shop the entire marketplace on behalf of our clients to find the best financial products for them. We have access to thousands of mutual funds and the leading fifty insurance carriers. This enables us to recommend products that provide the best value to our clients.