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Putting our experience and training to work for you. Clients describe us as:
Do-It-Yourself Investors seeking financial independence / semi-retirement. In particular, our clients value:
We are an advice-only, flat-fee fiduciary. Your best interest is our only concern. Let us help you:
We develop a Measurable Action Plan (MAP) so you can achieve your goals with confidence. Become:
Effective estate management enables you to manage your affairs during your lifetime and beyond. We work with you and your estate attorney (or an expert from our trusted network if you prefer) to help secure your legacy for generations to come.
Protect your family from the financial consequences of life's unexpected events. We work with you and your insurance agent (or one from our trusted network if you prefer), to help create the insurance strategy you need.
Curated articles, videos, and more, for a financially savvier you.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."