"We
have been providing fee-only service, as fiduciaries, to our clients
since 1988"
We
are proud to be a completely independent fee-only firm with no affiliation
with any insurance companies, mutual funds, or brokerage firms. We
maintain high ethical standards to ensure that all investment decisions
are made with the clients' best interest as our top priority.
Our staff is comprised of a strong team of highly credentialed individuals
with extensive experience and expertise. The staff provides the capability
and depth necessary to successfully serve our clients.
Our client retention rate is nearly 100%, indicating a high level
of client satisfaction. In fact, many of our clients have been referred
to us by our existing clients. Others clients have been referred to
us by CPAs and attorneys.