Our Approach

While most advisors approach asset management and retirement planning from a pure numbers perspective, we focus clients on the financial life balance between intellect and emotion. 

Our fee-only advisory firm is never compromised by commission sales, but instead, focuses its fiduciary responsibility on doing what is solely in the client’s best interest.

We created our Second Opinion Portfolio Review to provide investors with an unbiased investment analysis. Our personalized portfolios are designed using low-cost exchanged traded funds, no-load mutual funds, and/or individual dividend growth stocks, providing the opportunity for conservative long-term growth and inflation-hedging income. Retirement plans are designed with vision and simplicity, creating usable guides to life’s next phase, instead of useless binders filled only with numbers and graphs.