Peace of Mind
- Your personal financial guide — care and concern, combined with top-notch communications skills
- Knowing you’re doing the very best in protecting your precious resources, and making the most of your opportunities
- Our incentives are aligned with your well-being
- Independent custody at Charles Schwab & Co.
- Fee-only, no sales or commissions
- Legally held to higher, fiduciary standards of care
Value
- Comprehensive financial planning services for the price of investment management alone
- Unlimited access to our staff and resources (for managed account clients)
- Institutional mutual fund discounts
Support and Responsiveness
- Support to reach YOUR goals
- We carefully listen to and actively encourage our clients
- We’re willing to tell you what you need to hear, rather than what you want to hear
- Accountability — we support you to get your important financial tasks and projects complete
- Responsiveness — we know the value of timely communication!
Convenience and Simplicity
- One-stop resource for your financial questions
- Financial simplification
- Account consolidation
- Teamwork and communication with your other financial professionals
Education
- Our educational, participatory approach helps our clients understand and make better-informed decisions, now and in the future
- In-depth meetings and discussions
- Regular, educational client tele-seminars
- Blog
- Podcasts
Experience and Full Service
- 33 years of experience in the financial services industry
- Ongoing investment portfolio management
- Full Service Financial planning
- Investment research
- Retirement planning
- Estate planning
- Taxes
- Employee benefits
- Insurance
- Education funding
- Refinancing analysis
- Relationships and Community — if we can’t get you an answer, we almost always know
someone who can! - The “big picture” perspective