Our Services

Why hire us?

W We are an independent financial advisory firm. This means we can recommend the right plan, policy or investment fund from any company, not just one. This ensures that you you have a wide range of options to choose from. You are not pressured to buy financial products. You will not be pressured or feel obligated to buy an insurance policy or mutual fund from us, because we don’t sell any. We recommend but we don’t sell.

You get objective recommendations. We base our advice on best practices from our ongoing education and personal experience. That means you get recommendations that are relevant, practical, and unbiased.

You get a customized Financial Action Plan. It’s not a cookie-cutter financial plan. It’s a comprehensive plan with specific recommendations and action steps. It’s designed as your starting point and as a road map to make sure you achieve your financial goals. We meet with you regularly to review your objectives and we are tenacious about keeping you on track.

Companies we work with