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Our Values and Our Value

Our goal is to help you improve your financial situation and confidence.

We make recommendations in our clients' best interest, regardless of whether it results in futher business for us.

We believe that we have duty to maintain a high level of knowledge and professionalism to properly fulfill our duty of care to our clients.

We communicate our fees and services clearly, and practice open communication about your questions, concerns, and expectations.

We believe that comprehensive, disciplined financial planning and investment management may consistently produce value to our clients well in excess of our fees.*


*Recent research suggests that the average value of comprehensive financial advice is about 3% per year. Studies include: Vanguard's "Advisor Alpha," Morningstar's "Alpha, Beta, and now... Gamma," Barron's "Behavioral Alpha: The True Power of Advice,"  Envestnet's "Capital Sigma: The Return on Advice," and DALBAR's "Quantitative Analysis of Investor Behavior."

Results are not guaranteed and are averages, which will vary based on individual circumstances and the level of service selected.

Learn More about the Benefits of Financial Planning

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