What to Expect

Our Approach Is Centered Around You

Your goals.  Your risk tolerance.  Your time horizon.  Your needs.  You’re bombarded with financial information, to the point it can seem confusing and overwhelming.

If you are a typical investor…

  • You’re concerned about your investments and your long-term financial plan.
  • You want a favorable mix of risk and return… and you’d like to do that with as little cost as possible.
  • You’re looking for a financial coach… not a salesman.
  • You want someone to take time to explain things to you… in everyday language.
  • You want to understand your options, and understand how your financial choices fit you.

What Makes Us Unique?

  • You will receive advice, counsel, and coaching… but never pressure.
  • You will hear investing explained in plain English, so you know what you’re doing, and why.
  • You will be walked through as much detail as you like so that you understand the risk, the opportunity, and the cost of your investment alternatives
  • You will understand how your individual circumstances impact your financial decisions.
  • You will remain a top priority after becoming our client, and receive ongoing prompt, thorough attention to your financial matters.

The intent?

That you walk away from our meetings with less confusion and more clarity about where you’re going financially, and how you’re going to get there.

Whether you’re new to investing or have been building your nest egg for many years, our goal is to provide you with professional service of the highest caliber.

Our business is: understanding your situation, finding the appropriate financial products available to fit your needs in that situation, and then walking you through the issues so that you understand where your money is invested, and why.

We look forward to serving you.