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How to Have Fun and Still Have Money®

How We're Different

Objective & Independent
As an independent fiduciary, we genuinely care about the best interest of our clients. We are not driven by fees, and we care more about YOUR success than about the amount of income you might drive to our firm. We believe that advice and products offered should always be in your best interest. 

Responsive & Caring
Finances are complicated... and extremely important. Aside from your loved ones, your personal finances are likely the most important part of your life. As your financial advice resource, we understand this, and are always available to answer emails, take calls, and respond to your questions. Our goal is to help alleviate the fear and/or stress you may be feeling about your financial future, and replace it with knowledge-based confidence.

It’s About Relationships
Simply put, we care about you. We also feel that humor and a smile can help make the "money process" a lot more enjoyable. We're serious about what we do, but we also want you to look forward to meeting with us while we develop meaningful, lasting relationships (that's how we measure our success). Because we are not driven by sales quotas or proprietary products, we are able to solely focus on you and your unique needs. Long-term goals require long-term plans, and we will stand with you for as long as it takes, as we strive together to reach your goals and realize your dreams. The best laid financial plans are built on trust and longevity; we are here to provide you with both.

No-Obligation, Free Consultation
Never worked with a financial advisor before? Not sure you know the best path forward? Worried about outliving your retirement money? Schedule a no-obligation consultation, and we can assess your current situation, talk about your hopes and dreams, assess your needs for the future, and outline what possibilities exist to help alleviate your concerns. We are here to help, so ask us anything!

Get A Second Opinion
Not feeling confident you're on the right path? Frustrated that your current advisor doesn't doesn't keep in touch? Just as you might seek a second opinion with a medical diagnosis, it's worth your time to ensure the health of your retirement plan with a second opinion consultation. At no cost or obligation to you, we'd be happy to analyze your current plan, and then have an honest and frank discussion about whether you are properly positioned to make the most of your investment dollars... or, if your plan could benefit from some tweaking. Let's talk!

Come experience the "Here and Now to WOW®" difference!

One of our primary goals is to develop a long-term, trusting relationship with you.

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