How We’re Different
As a fiduciary, our counsel is based solely on what is best for the individuals and families we serve. We are an independent firm with no proprietary products, which means we’re not beholden to any specific investment vehicles.
We have assembled an entire family of local professionals to provide an effective client experience. We work closely with some of the top CPAs, attorneys, and other local professionals in the area to help individuals and families maximize the efficiency of their portfolio as few other firms can.
Doug and Kim have over 50 years of combined experience in the industry as well as their CFP® certification which means they have an in-depth knowledge of financial planning so they can create plans that encompass all aspects of a clients life.
Our relationship will be more of a warm friendship than a cold client-advisor relationship. We take the time to get to know you, your plans, and your goals well enough to achieve your retirement dreams. To us, you’re a human, not an account.
We firmly believe that consistent communication across several channels is critical to any relationship. We strive to have meaningful communication with all our clients through phone calls, emails, mail, one-on-one meetings, as well as group events.