Frequently Asked Questions

Certainly!  We serve families all over the country.  We leverage technology to provide effective communication and planning regardless of your location.

Our compensation typically falls within one of three categories:

  • Asset management fees
  • Transaction-based commissions
  • Monthly financial planning fees

We are independent, so we can customize fees to provide you with the best value.  We’ll explain your options while we meet, and you decide what feels best for you.

No. We believe everybody can benefit from unbiased financial advice, regardless of age or financial situation.

We’re under no obligation to sell proprietary products or meet sales quotas and can find solutions that are truly best for you.
    • We value our relationships with our clients above all else.  We see you first – not your account size.
    • Our culture is not about hard sales, but about building relationships.  You’ll never feel pressure while working with us.
    • The firm is owned by our advisors so we are dedicated to preserving our culture and continuity.  Because we’re not employees of another firm, we are not distracted by corporate interests and can focus on what is best for you.  
    • We take a complex process and simplify it to a level that’s easy to understand.
Yes, we always place the interests of our clients ahead of our own. All of our advisors hold the CERTIFIED FINANCIAL PLANNER™ certification, which requires a fiduciary standard of care.

“Fiduciary.” One who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client.

We’ve been helping people achieve their financial goals since 1986.

All of our advisors are properly licensed to provide you with:

  • Investment advice
  • Investment products
  • Insurance

In addition, all of our advisors have gone above the minimum license requirements and obtained the CERTIFIED FINANCIAL PLANNER™ designation, and Dan is also a Certified Kingdom Advisor®.

Our investment philosophy is long-term, personalized, and goals driven. We don’t try to time the market – our approach doesn’t change in response to headlines and short-term distractions.
We’ll set up a schedule based on your needs and services, but our door is always open.

We believe in our fiduciary responsibility – doing what’s in your best interest. Always.


Find out  how we can help you
get on the right financial management path