Client Focused

It is easy for advisors to say they are "client focused".  We back our claim up though.  Besides being Fee-Only and a Fiduciary, there are other ways we are client focused.  We do not outsource financial planning or investment management.  Our top priority is our ongoing clients, so we limit the number of new clients we take on each month.  Also, our independence and use of technology allow us to offer our services at a lower cost than most brokerage and advisory firms.

Bottom Line: We provide higher standards and lower costs.