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HOW WE CAN HELP:
We assist individuals every day to create efficiencies on taxes, asset allocation, Social Security Strategies, pension elections & much more! Knowing that time is the only thing you can’t make more of we will give you just a few things that set us apart briefly here:
We are a Fiduciary: Our registration requires that we act in YOUR best interest at all times. We do not get paid commissions or transaction fees, removing the conflict of interest present in many advisor’s guidance and decisions.
We Believe In Planning First: Our method of planning establishes and prioritizes your goals first. It also creates accountability, partnership and actionable guidance between us and our clients.
We Are Independent: As an independent firm we have no obligation or pressure from any investment or insurance company that could otherwise create conflict of interest. This allows us to objectively plan and advise you on the situation at hand. Learn More Here or Watch This Short Video
We Are Comprehensive: Although “Comprehensive” has become somewhat of a buzz word in the industry to consolidate accounts, we require your 2 most recent years of tax statements, annual SSI statements or projections, and all year-end statements (or account linking) to name a few. This allows us the most accurate and clear picture of what to consider while maintaining any accounts, providing guidance or helping you in a sudden time of need. This is true comprehensive, holistic financial planning.