Answers to frequently asked questions
Experience? | Yes - over 35 years! Our team has helped our clients through many types of markets and economic climates. |
Best Interest Standard? | Yes - this means that we are legally required to always put your interests first. We wouldn’t have it any other way! |
Independent? | Yes - we are free to recommend only the most cost-effective products. No pushing proprietary funds that simply cost you more. |
Credentials? | Yes - all clients will work with a team including a CERTIFIED FINANCIAL PLANNER® professional or a CHARTERED RETIREMENT PLANNING COUNSELOR™. |
Investment Management? | Yes - risk-based asset allocations paired with a carefully planned strategy and the discipline to execute it consistently. |
Financial Planning | Yes - custom financial planning to help you make sense of your current financial picture and provide a game plan for your future. |
Minimum investment? | No - we know everyone has to start somewhere. We just ask that you commit to monthly auto-deposits so you’re always saving for your future. |
Certified Financial Planner Board of Standards Inc. (CFP) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with plaque design) in the United States., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.