Project details: The quality of your financial plan is determined by how accurately it reflects the details of your actual situation and your specific goals, and whether it offers realistic solutions. We do not believe that any “canned” program can accurately reflect who you are. No canned program can provide the wisdom we’ve built up […]
Project details: Developing a great financial plan has to come from a partnership with the client. Our financial planning advisors work with you to get the details right and to build your confidence that the ultimate plan actually reflects who you are and offers realistic, achievable solutions. If you don’t believe in the plan, you […]
Project details: We don’t sell any product, stock, bond, mutual fund, annuity or insurance policies for a commission. We never accept payments, gifts, or perks from any vendor seeking to sell you something. As a financial planning service provider, we offer 100% objective, fiduciary financial advice focused on what you need. Some clients just need […]
Project details: We all have different attitudes toward money and success. These cannot be reduced to an algorithm. Your dreams are very important to us, and we want to help you pursue them. As a result, no two financial plans are the same. Each one is built on collaboration to reflect your life, your situation […]
Project details: At the top of the financial advice hierarchy, we have the fee-only advisor. Fee-only financial advisors have a fiduciary duty to their clients. In other words, they have a legal obligation to act in their client’s best interest. Fee-only advisors charge a fee for their objective financial advice. When you work with a […]
Project details: In the middle of the financial advice hierarchy, we have fee-based advisors. They have no real duty to their clients. They can charge a fee for advice, but they also sell products for a commission. They have the same suitability standard, but ultimately their advice is again tailored toward selling you investment products. […]
Project details: You cannot achieve a successful retirement without specifically defining what that success looks like. Putting some goals on the back of a napkin doesn’t provide enough concrete information for you to make decisions about how to achieve your retirement goals. How much money do you actually need to enjoy the living standard you […]
Project details: In keeping with our fiduciary standard to the client, we never sell any products, never accept commissions, and always act in your best interests. In short, we succeed when you succeed. It’s that simple! When you speak with your current financial advisor, ask them three simple questions: Do you provide unbiased financial advice […]
Project details: Consulting has enjoyed a long history of providing our clients with objective, fee-only financial advice. Our fee-only financial planners take a holistic approach, taking into consideration the impact on areas like tax planning and estate planning. Our team of skilled advisors has expertise in many disciplines, equipped to address various client needs and […]
