What Makes Us Different
We Aim to Minimize Fees (including taxes)
We understand that minimizing your fees helps lower your hurdle rate, allowing returns to compound at a faster rate. Since we are fee-only, and don’t make money off of transactions, we strive to reduce your portfolio and transaction costs in every way we can. We also specialize in tax planning, so we can do our best to reduce the government fees–taxes.
We Strive to Save You Time
Time is money and becoming more and more valuable as we live in a world of constant distractions. We understand your time is important, and we do our best to have a seamless onboarding and efficient client experience to give you more time to do what you love.
We Unify Families with Financial Communication
We can’t emphasize enough the importance of making sure families are on the same page regarding financial goals and passing on legacies. Husbands and wives typically are not on the same page as they approach retirement, and neither are parents and grandparents passing on inheritances to the next generation. We understand the difficulties of communicating these sensitive topics and bridge the gap between these relationships, so expectations are communicated and no one is surprised with the outcomes.
We Leverage Technology to Improve Investor Behavior
We understand humans may not beat the computing power of technology. However, we believe no one can beat a human leveraging technology. Having a human advisor can help with accountability and controlling your emotions through market cycles. Computers will never be able to share in the joy of an achievement, nor grieve with a widow. Our innovative approach is intended to give us the best chance to meet your long-term goals, minimize your risk, and help you stick to your plans.