We have an unwavering passion for preserving investments during volatile markets and providing our clients with capital preservation, inflation protection, and steady ongoing income. With that being said, we cannot build family legacies without a tailored, comprehensive financial plan and solutions to go along with the plan.
It’s imperative that you understand, the last thing we will discuss is transferring your money to us. In fact, unless there are extenuating circumstances present that warrant an expedited process – such as legal issues with your past advisor or an imminent market crash – we meet with every client at least three times, prior to signing any paperwork. It’s also important to note that we are not an insurance company, we do not sell products, and as a fee-only firm, we legally cannot accept commissions.
Our Services Also Include:
- Free financial plans available online in real-time, 24 hours a day, seven days a week
- Unlimited access to your accounts online and via our mobile app
- Numerous educational opportunities and other events throughout the year, all of which are free of charge
You are the owner of your financial team and we’re the coach in this Defense First® strategy. While we do not sell insurance, we do offer advice on life insurance, long-term care insurance, estate planning, retirement planning, tax planning, and college savings. If we determine together there is a need for additional insurance, we’ll work with your agent – or refer you to one of our trusted professionals – who will help you buy the right amount for the lowest cost.
Without our clients, we would not exist. We pride ourselves on being proactive, rather than reactive. So regardless of our company’s growth, we will always strive to be “big enough to matter, but small enough to care.”