Here Are a Few Things You Should Know About Us
We don’t work on Wall Street, and our suits don’t cost more than a car. Instead, when you walk through our doors you’re welcomed with warm lighting, cozy decor and smiling faces. We’re not stuffy, pushy or persistent. We are just here to help however we can.
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, we work 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 find your financial freedom.