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We add value above our fees . . . period!
Don’t take our word for it, just look at the industry studies. Morningstar, Vanguard, Envestnet, and Russell Investments show the best financial advisors could add an average of 3.13% per year to your financial planning!
- We’re Accredited Investment Fiduciaries and never accept commissions to sell products.
- Our financial advisors have a collective 40 years of experience.
- We believe in straight talk – no “blowing smoke” here.
- We’ll help you create both a memorable—and purposeful—retirement.
1 Morningstar "Alpha, Beta, and Now... Gamma" study August 28th, 2013
2 Vanquard "Quantifying Vanguard Advisor's Alpha" study February 2019
3 Russell Investments "Value Of An Advisor" study 2022
4 Envestnet PMC "Capital Sigma: The Advisor Advantage" study February 2019
5 The average value of a financial advisor from the four studies referenced.
THE “STRESS-FREE” RETIREMENT OF YOUR DREAMS IS NOT A MYTH
Live The Retirement You Always Dreamed Of
We’ll design a plan to maximize your retirement dreams, squeezing every last dime from your finances to help you reach them.
Stop Worrying About Money
We’ll plan for the best but prepare for the worst, alleviating the worry and stress other retirees suffer daily.
Find Financial “Peace”
Creating and implementing your plan is only half the battle. We regularly monitor and manage your plan results to help ensure you stay on track.
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It costs nothing for an initial consultation. Give us a call or drop us a note!