How do we help you make smart choices about money?What is unique about our approach?
We offer a unique approach that emphasizes the client-advisor partnership and circumvents the limitations that may be found in more traditional advisory relationships.
We act in your best interest. As an independent firm, we do not represent any one company. We objectively shop the market with only our clients’ needs in mind to offer you the best possible options.
We are specialists – We know our business. No individual has true expertise in all areas. We offer a unique team of experienced specialists who can scrutinize all facets of your finances – from retirement plans to executive benefits – to develop an integrated plan designed to help maximize return opportunities and reduce risk. Our specialists include CPAs, MBAs, PPC, and CFP® professionals.
We work the way you want us to work. Whether you like “executive summaries” or delving into the details, whether you want to work with us on a fee or commission basis*, whether you have a single need (e.g., health insurance) or require a comprehensive plan, we will accommodate your preferences.*Securities and fee based financial planning offered through First Allied Securities, Inc.
We are consultants and financial educators. Our goal is not to sell products. Our goal is to understand your objectives and help you make smart choices. We value ongoing relationships based on mutual trust.