We believe our independence is another area that sets us apart. Our independence allows us to form close relationships with our clients and enables us to tailor advice based on their unique goals. We determine our own policies and practices. We’re under no pressure to satisfy shareholders, corporate management, or anyone beyond our 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 here for your benefit.
We’re not just financial planners; we are CERTIFIED FINANCIAL PLANNER ™ certificants. There are considerable differences, including but not limited to our level of knowledge, our commitment to continuing education and our legal obligation to act as your fiduciary, in your best interest, at all times. We meet the highest standard of our industry because serving your best interest is our number one priority.