Experienced. Financial. Insight.

"Somebody is sitting in the shade today because someone planted a tree a long time ago." -Warren Buffett

WHEN do you need Financial Planning?

Whether you are starting out in your professional life, nearing retirement, or enjoying your ‘Golden Years,’ everyone can benefit from Financial Planning.

Financial Planning is the long-term process of wisely managing your finances through routine review and action to achieve your goals and dreams, while at the same time managing financial barriers that inevitably arise in every stage of life.

The active changes we make today are the seeds of our financial future.

WHERE can you find a Certified Financial Planner®?

Here we are! Our team has five licensed financial advisors who work together for you, three of which are also Certified Financial Planners (CFP®). 

When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are. CFP professionals also commit to follow a code of ethics and standards set and enforced by the Certified Financial Planner Board of Standards, Inc.

WHAT is a Fiduciary?

A fiduciary is a person who holds a legal or ethical relationship of trust and must act in the best interest of their client. At all times when providing financial advice to a Client, a CFP® professional must act as a fiduciary.

As CFP professionals and fiduciaries, we are committed to the following fiduciary standards:

Act with honesty, integrity, competence, and diligence.

● Act in the client’s interest at all times.

● Exercise due care.

● Avoid or disclose and manage conflicts of interest.

● Maintain confidentiality and protect the privacy of client information.

● Act in a manner that reflects positively on the financial planning profession and CFP® certification.

 

 

WHO we are…

Financial success doesn’t happen by chance. It has much more to do with choice. 

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next. 

Our team of advisors has over 60 years of collective experience in the financial industry. We are driven and passionate about helping individuals, couples, and families make the best decisions possible for a secure financial future.

WHY we are different…

Our top-down philosophy has been spoken countless times within our office walls: “Do what’s right for the client.” In our view, to achieve this goal, we believe we must hold ourselves to the highest standards. Our industry is continuously evolving along with the economy, the investment landscape, technology, and of course our client’s lives.

We are committed to ongoing research, innovation, continuing education, and professional advancement within our field. When you work with our team, you are not simply getting the financial solutions of today. You are getting an assurance that we will work with you and your family over the long term to plan, review, and evolve as needed to achieve your financial goals.

Contact us today to discuss your financial aspirations.

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