What we don't offer

We don't do any of the following:

• Put our needs ahead of yours
• Work on commission
• Conflicts of interest
• Have ANY commitment or obligation to any specific investment product or mutual fund
• Get paid from anyone but our clients
• Hidden fees
• Hidden agendas
• Have an affiliation with any Wall Street firm, bank, or insurance company

Are you tired of brokers and insurance agents who keep trying to sell you things? Are you looking for a comprehensive one stop solution? A firm that always looks out for its clients, even if it means fighting the IRS for the right to continue to serve its clients in the most cost efficient manner? Are you looking for a firm that you can trust because we don't get kickbacks from Wall Street? If so, then look no further.