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About

We live in uncertain and rapidly changing times, things can be complex, and it has never made more sense to seek professional financial advice.

The question: What kind of advice do you need and who can best provide it?

On the surface, all financial "advisors" tend to look the same, sound the same, and have similar titles.

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As an independent fee-only fiduciary, I am in the unique role of helping people make smart financial decisions and achieve lifelong financial success; with help to plan their journeys and achieve milestones, change course when needed, and support for everything that life brings their way. I call it commitment. My clients call it peace of mind.

I started providing financial planning advice because of my passion for helping others and the great sense of satisfaction I experience when I help people realize their life dreams and give them an edge to avoid costly mistakes along the way.

We live in uncertain and rapidly changing times, and it has never made more sense to seek professional financial advice. Unfortunately, there’s a lot of noise in the financial world today, things can be complex, and a large number of people just want to get in to your pocketbook, for their benefit, not yours. Most of the "financial advisors" have an inherent conflict of interest. I saw a need for people to obtain personalized financial advice without the conflicts of interest.

That’s why I created an advice-only financial firm -- we don’t sell products. It’s always about putting the clients’ interests first – the way that it should be.

I believe that the foundation of a better advisory experience is my passionate commitment to make a difference in the lives of my clients. My independent, conflict-free approach is designed to help serve clients better; help to build, protect, and carry on what’s important.

If they're worried about their financial present or future
If they're concerned that they are paying too much in taxes
If they're overwhelmed by the amount of information available
If they're questioning if they are on track to achieve their goals
If they're wondering if their resources will support the lifestyle they want
If they're wondering where the money will come from to fund their retirement
If they're questioning the value of their current advisors
If they're skeptical of conflicted advice from bank, brokerage, or insurance representatives

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