What to Look for when Choosing a Financial Advisor?
Do I trust them?
- Fiduciary
- Accountable
- Steward
- Full Disclosure
- Check our SEC records – Squeaky clean
- No disciplinary history
- No reporting history
- No bankruptcy
- We do the right thing.
- We treat others the way we want to be treated
- Honest
- Set up a free meeting and find out for yourself.
Do they know what they are doing?
- CFP & ChFC
- 50+ years of Experience with Investments
- Taxes
- Insurance
- Estate Planning
- Retirement Planning
- Retirement income and tax optimization
- College planning
- Social Security
- Pensions
- Business Advice
- Business Sales
- Strategy Experts
- Optimizing Fanatics
- Financial Engineering
- You’re still reading this? You’re great at Due Diligence…so are we.
Am I Going to enjoy working with them?
- Life's too short not to enjoy the journey, especially when it comes to your finances. That's why we're all about working with people we genuinely connect with – because when you're comfortable, everything just flows better.
- Our aim? Clients for life!
- Finances don’t have to be boring, it’s an adventure waiting to unfold!
- When you're part of our community, you're more than just a client – you're family. Your passions become our passions, and we're dedicated to putting your financial resources to work in ways that truly matter to you.