Financial Planning Services

Financial Planning Services

We provide comprehensive financial planning and investment management services on a Fee-Only basis. We are a true Fee-Only Financial Advisory firm and advocate which accepts NO COMMISSIONS or other forms of compensation from the sale of insurance or investment products.

The financial services we provide our clients are always independent, unbiased, and comprehensive. We’re a fiduciary without ties to a Bank, Wall St. firm or product-oriented company. Our only incentive is creating and managing financial and investment plans with our clients’ best interests at heart – one in which we can take into consideration all aspects of our clients’ lives when formulating recommendations.

We have several arrangements available to allow clients to choose a service that best meets their personal needs. To allow our clients to get the maximum attention for the services they choose, we do not work strictly on an hourly basis.

  • Project-Based Financial Planning Services.

    Do you have 2-3 questions or a few issues to resolve? This is the perfect choice for someone who is looking to get help with such issues as:

    • Should I buy a house and where to start?
    • I just got a new job and need some help choosing my benefits
    • I want/need to start investing, but am nervous and have no idea where to start
    • I am concerned about my future and if/when I can ever retire or send my children to college

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  • Investment Management

    Looking for someone to manage your money? Do you have an old 403(b)/457 or 401(k) at an old job you need to do something about? This is the perfect service for someone who is looking for help with investment choices and ongoing investment management.

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  • Comprehensive Financial Planning Services

    Are you looking for a long term relationship with a planner? Do you want to start at “the beginning” and figure out where you currently stand and how to get to where you want to be? This is the perfect choice for someone who is looking for an initial assessment of their financial life and ongoing support with all things money.

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