There is no charge to come in and speak with an advisor about your financial situation.

From the very beginning, our goal is to get to know as much about you and your financial situation as possible. Once we have gotten to know a bit about you, we can provide a list of any additional information that we need in order to provide financial recommendations and make a plan together regarding next steps. Our Fact Finder is a great first step to complete and bring to a first meeting.

For an initial meeting, our Fact Finder is a great starting point of information to bring with you. From there, your advisor will let you know what to bring to future meetings as the necessary information is dependent on your specific situation.

Our four main services include financial plans, wealth management, insurance, and business solutions. Check out our services page for additional information.

There is no charge for an initial meeting with one of our advisors. The cost for our services depends on the account type that you establish. Once we learn more about your specific financial situation, we can help determine the most suitable account type for your needs and provide details about the cost. Check out our accounts page for additional information.

We work with people from all different financial backgrounds and take an educational approach to help clients achieve their goals. No matter your prior investment experience, we will recommend the most suitable investment products for your specific situation without any pressure as the decision to implement ultimately belongs to you.

All of our advisors are well equipped to handle a wide range of financial topics. However, certain advisors may specialize in several areas. View our advisors page for more information about our advisors.

Our office has all the collaboration, efficiency and innovation benefits of a team while still allowing one-on-one relationships to be cultivated between an advisor and client. While our client relations team may assist you with some tasks, there is always a direct line available between you and your advisor.

Our clients’ goals and objectives always come first. As a fiduciary, we always provide investment advice that is in the best interest of our clients.

When onboarding a new client, we discuss the client’s risk tolerance and help determine an asset class mix that is in line with the client’s goals and comfort level. We periodically reassess the determined risk tolerance with the client to ensure the selected investment strategy still aligns with the client’s goals and make changes as necessary.

While stocks, bonds, mutual funds, and ETFs are commonly found within our portfolios, our investment recommendations are based on the suitability for each individual client.

At the very minimum, we will reach out to you once per year to discuss your financial situation and any changes that may have taken place. We can reach out more frequently depending on your preferences and you are of course welcome to reach out to your advisor as necessary.

Fee-based accounts are assessed a yearly fee as a percentage of assets under management instead of paying a commission for each trade that is done. This account type allows us to trade in a cost-effective manner while holding high fiduciary standards.

Our advisors work with LPL Financial, a broker-dealer that provides advisors with the tools and resources to help their clients achieve their goals but does not have any proprietary products or selling quotas. This gives our advisors extreme flexibility to select products and investments that are most suitable for our clients.

While the terms are often used interchangeably, a financial advisor is a broad term for someone who provides advice on various financial matters. A financial advisor can specialize in a variety of areas, one of which could be financial planning. A financial planner is a term for someone who focuses on creating financial plans for his or her clients. This could include a wide range of services, such as budgeting, tax planning, and more.