12644 Chapel Road
☑ Fiduciary First Approach
☑ No Proprietary Products
☑ Fee-based Compensation Structure
☑ No Ticket Charges or Trading Fees
☑ Mutual Funds, ETFs, Stocks, Bonds, Institutional Third-Party Money Managers
Whether you’re saving for your first home or adding another property, saving for educational expenses, confused by your workplace investment options, wanting to review your life, disability and long-term care insurance options, concerned about Legacy and Estate planning, or you would like to strategize over the various approaches to creating retirement income…we can help.
Our philosophy is firmly planted in the “Heart of a Teacher” approach to working with clients. Know what you have…but know why you have it.
This is where we get to sharpen our pencils and roll-up our sleeves together and really get to take a close look at YOU…what you’re doing (and maybe shouldn’t be) what you should consider doing (but maybe aren’t) and what is really important for you. Along the way, you get to “see” the impact certain financial decisions will have for you and your family.
Financial Planning done while looking through a Fiduciary lens.
Ready to get to work?
This is for the client that wants to combine the engagement of a Complete Comprehensive Financial Plan and wants assistance with managing their portfolio as well.