• A financial advisor on your team will help you devise a financial plan that is tailored to you and your family's needs.
• Investing at times can become an emotional task.  A good advisor can help you minimize your emotions and increase your decision making skills.
• Gaining a pair of outside eyes on your investments may help you pursue your long term goals.

Potential clients generally gain the most value by meeting with us 2 to 3 times for approximately 1 to 2 hours per meeting.  Clients can schedule recurring meetings as often as quarterly or on an as needed basis.  

We understand every investor has a unique situation.  Our job is to match your goals, objectives and risk-tolerance with the appropriate type and set of investment vehicles.  For this reason, there is no one-size-fits-all investment and therefore we do not have an investment minimum.  

We always start with a free consultation.  Once your objectives and goals are laid out, there are multiple fee structures available that are dependent upon the type of advice and or product you are looking for.  The following list is an example of the different types of cost structures.  We do not charge a fee and earn a commission at the same time.  

Asset-based fees

Hourly consulting fees

Project based fees

Commissions