Ever wish you had a NO COMMISSIONS FINANCIAL ADVOCATE to help you navigate the turbulent waters of your financial life?  Someone looking out for you….someone in the lifeguard tower keeping an eye on your ever-changing and uncertain financial seas.  It is time to work together to develop a comprehensive plan.  A plan as your navigational beacon leading toward your financial goals and dreams.

life guard tower photo

WHAT MAKES US DIFFERENT?  Our goal is simple – to make the world better one client at a time. There are no aspirations to be the largest planning firm in the world but instead have a limited number of highly personal client relationships. It is important to know each client—their values, goals, families, passions, and pursuits. Other firms may claim similar goals but we actually deliver.

  • FEE ONLY ADVICE is our focus not the sale of products.  NO commissions and no products.
  • Your Independent & Friendly Advocate – our duty and loyalty are with you (not a corporate office).
  • Ethical—doing the right thing—period.
  • Collaborative Solutions—working together to make your life better.

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