Here's what sets us apart from other financial advisory firms:
The result? Satisfied clients! In our 2013 client survey, 97% of clients responding said they were happy with our overall fee-only planning service; 3% replied "no". In our investment management area, 76% were very satisfied, 24% satisfied, and 0% not satisfied. In our financial planning services, 69% of our clients responding indicated they were very satisfied, 29% were satisfied, and 3% were not satisfied. 67% of all clients responded to the 2013 survey.
Our fee-only planning structure allows us to continue growing your financial assets without the headwind of hidden fees or commissions that can affect your overall return. Our fee-only approach lets you know exactly what you are paying and how it affects your return.
Check out our FAQ page. We've tried to anticipate every question you may have. Then please call us to set up an interview to find out what we can offer you.
*Based on a study cited in Financial Planning Association's Jan/Feb 2012 Practice Management Solutions, "Fees for Financial Planning Services: What Planners Charge" and on Schwab 2012 Registered Investment Adviser Benchmarking Study.