What does that mean, and why should it be important to you?
“Fee-only” means we are compensated only by our clients rather than through commissions, kickbacks, or other incentives from sponsors of our recommended financial products. This fee structure helps avoid conflicts of interest and ensures our advice is unbiased and solely in our client’s best interests.
Why should you expect anything less from your financial advisor?
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.