Full disclosure and fee-only compensation
We ardently believe that customers deserve to know exactly how their financial professional is compensated. We are committed to fee-only financial planning to ensure all conflicts of interest regarding compensation are removed from any financial advice.
The highest level of service and communication
Our clients entrust us with a very important aspect of their lives – their financial futures. We would be remiss in our duties if we did not provide our clients with adequate communication regarding their finances. Plus, the differentiator between small, family owned firms and the large brokerages is service. Our clients aren’t just numbers to us.
Two-way communication with our clients
To fully meet our clients’ goals, we need current, complete information. We need our clients to inform us any time they plan to make a major financial decision (buying a car, selling a house, etc.) or if their goals change for any reason (health situation, unemployment, etc.).
Financial advisor as fiduciary, not salesperson
A conflict of interest exists whenever a financial advisor stands to gain from recommending a specific product. The only way to avoid this conflict of interest is to act as a fiduciary and provide advice that serves the best interests of the client. This is why we don’t receive any compensation or other remuneration that is contingent on the sale of a financial product.