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Core Beliefs

Client Centered

Our firm is built on a few key premises that are essential to the services we provide.

  • Financial Planning is a means for clarifying family goals, identifying priorities, and providing a clear course of action.
  • Independent, unbiased advice can make a difference in our clients' lives - and is essential for our client's success.  Our client comes first.
  • The interests of the client and the advisor must be aligned.  We achieve this through a fee-based relationship and a genuine interest in working toward achieving each client's goals.  
  • Diversifying asset classes*, investment managers and strategies can help smooth the investment "ride".  No strategy assures success or guarantees against loss.
  • The strategies we provide are cost effective and specific to each client's needs and goals.  We are commited to providing investments and services that are appropriate for each client's needs.
  • The firm hires and monitors third party or outside professional money managers because they are more effective for our clients.
  • The information we provide must be timely and must matter.
  • Education is essential for clients to make decisions they can live with for the long term.
  • The world is an increasingly complicated place.  An advisor must be engaged actively in ongoing learning because the financial world experiences fast-paced changes.

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified product.