We are independent, "fee-only" financial advisors guiding our clients to lead fulfilling lives in their retirement years. We are on our clients' side in a close, caring relationship filled with plain-spoken advice and experienced perspective. We help people move past financial conflicts and complexities to a place where they can gain financial peace of mind.
We embrace evidence over emotions - because hopes and hunches are no way to prepare for financial freedom. We're here for you: Advising you and your family, advancing your goals, enriching your relationships. In our last piece, we covered the recent uptick in inflation, and what to make of it in a historical context.
We embrace evidence over emotions - because hopes and hunches are no way to prepare for financial freedom. We're here for you: Advising you and your family, advancing your goals, enriching your relationships. In our last piece, we covered the recent uptick in inflation, and what to make of it in a historical context.
Services
About Us
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We are an independent, fee-only Registered Investment Advisor firm, serving individuals and families who appreciate having a trusted partner to help them with their financial lives. We are on your side in a close, caring relationship filled with plain-spoken advice and experienced perspective. We help you move past financial conflicts and complexities to a place where you can gain peace of mind with their retirement and investment planning.
What We Do
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Achieving and sustaining this level of effective wealth management is about carefully integrating a process around discovering your values with money and what you want to accomplish in two elements: enhancing wealth with sound, evidence-based investing; and protecting wealth against the uncertainties that could knock you significantly off-course.
Meet With Us
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It can never hurt to obtain a professional first or second opinion from an objective source. If you have $500,000 or more to invest and would like a complimentary "Find Your Way" conversation, we'd be happy to help you begin to gain clarity with your finances. We'll explore with you: Where you are today, where you'd like to go, and how we might help you achieve your financial goals.
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