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We are an independent firm. Our independence allows us to form close relationships with our clients which enables us to tailor advice based on your unique goals. We determine our own policies and practices. We’re under no pressure to satisfy shareholders, corporate management, or anyone beyond our individual clients.
Being independent also frees us from operating within the commission-based structure that many firms employ. In other words, we have zero motivation to sell you something you don’t need.
We’re not financial planners: we are CERTIFIED FINANCIAL PLANNER™ certificants. There are considerable differences, including our level of knowledge, our commitment to continuing education, and our legal obligation to act as your fiduciary. We meet the highest standards of our industry because serving your best interest is our first priority.