Here Are a Few Things You Should Know About Us
We don’t work on Wall Street or wear expensive suits. We’re not stuffy, pushy or persistent. We are just here to help make life easier for you so you can focus on the things that matter most!
We believe working with a financial planner doesn’t mean you should lose the right to manage your money your way. If you have a preferred asset custodian, insurance provider or tax professional, we encourage you to continue using who you’re comfortable with. And if you’re looking for a change in providers or professionals, we’re happy to help.
Simply put, a fee-only advisor works for you and only you. There’s no big corporation holding us up or holding us back. It’s just us, you and your finances. And that’s how we prefer it. We don’t make money by swaying you toward one service provider or another. We make it by developing a holistic financial plan you can use to reach your financial goals.
As fiduciaries, we’re here to advocate for your financial future. While we develop plans, solutions and strategies, you can have the peace of mind that we’re acting only in your best interest.
Our founder, Matt Buckwalter, is a CERTIFIED FINANCIAL PLANNER™ professional. But why is that important for you to know? Because Matt is held to the CFP® Board of Standards, which contains one of the highest levels of ethical standards in the industry.
We Believe In Simply More Life!
Financial planning is a balancing act between enjoying what you have today and preparing for the expenses of tomorrow. Over the years, we’ve helped our clients confirm and quantify their way of life. By understanding the lifestyle enjoyed today, we can work to maintain it tomorrow.