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Core Beliefs

Our firm is built on a few key premises that are essential to the services we provide.

  • Financial Planning is a means for clarifying family goals, identifying priorities, and providing a clear course of action.
  • Independent advice can make a difference in our clients' lives - and is essential for our client's success.  Our client comes first.
  • The interests of the client and the advisor must be aligned.  We work towards this through an advisory fee-based relationship and a genuine interest in working toward achieving each client's goals.  
  • Diversifying asset classes, investment managers and strategies can help smooth the investment "ride".  No strategy assures success or guarantees against loss.
  • The strategies we provide seek to be cost effective and specific to each client's needs and goals.  We are committed to providing access to assistance with investments and services that are appropriate for each client's needs.
  • The firm hires and monitors third party or outside professional money managers because they are more effective for our clients.
  • The information we provide must be timely and must matter.
  • Education is essential for clients to make decisions they can live with for the long term.
  • The world is an increasingly complicated place.  An advisor must be engaged actively in ongoing learning because the financial world experiences fast-paced changes.