About Us

First, we analyze a client’s financial history, looking at money held in investments, savings accounts, and retirement funds. Next, we build on that information, taking into account expenses, financial goals, and legacy building.

Every piece of advice we give is carefully researched, so that you can feel confident in knowing that your finances are in good hands. We educate our clients so they fully understand the implications of each financial decision. Since we’re an independent financial advisor, we’re not under any obligation to sell certain funds or products. Instead, we have access to mutual funds, stocks, bonds, certificates of deposits, money market accounts, Section 529 college savings plans, fifty private money management firms, and thousands of insurance products on the market.

We analyze all the options to come up with an approach that fits your goals and needs, and help you effectively and efficiently save for retirement, pay fewer taxes, and transfer your wealth.

What is a Fiduciary?

Registered Investment Advisers (RIA’s) are legally fiduciaries and are bound to a fiduciary standard that was established as part of the Investment Advisers Act of 1940. A fiduciary is an individual that acts on behalf of someone else (principal), putting their clients’ best interests ahead of their own. Being a fiduciary requires being bound both legally and ethically.  Care is taken to avoid conflict of interests between the fiduciary and their principal, and to provide a ‘prudent person standard of care’.

When it is appropriate for the client, I prefer to work with them in an advisory capacity, where I have a legal and ethical responsibility to give you advice that is intended to be the best fit for you, your money, goals and needs.

Please visit FINRA’s BrokerCheck database to confirm that I am registered with the U.S. Securities and Exchange Commission (SEC).

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