Who We Are…
We are a select group of financial advisors and client associates who have been helping our clients reach their spending, investing, and savings goals for many years. Collectively, our team has six CERTIFIED FINANCIAL PLANNER™ professionals (CFP), two Masters Degrees (MBA), and one each of the following professional designations: Chartered Retirement Planning Counselor (CRPC) and Certified Investment Management Analyst (CIMA).
Why We Do What We Do…
We believe clients make better decisions when they are better informed. Unfortunately, we feel many of the communication pieces investment firms produce these days are either pure propaganda or painfully dull.
How We Do What We Do…
As individuals, we come from a wide range of industrial, geographic, and economic backgrounds. As a group, we bring this variety of experiences together to help our clients make better decisions. We do this by sharing and commenting on charts, graphs, and articles that are relevant to our clients’ spending, investing, and savings goals. We also create our own essays and host conference calls featuring experts in topics our clients care about.
