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Why We Are Different

Illuminating the difference in our services

Why We Are Different


We are upfront with our fees and costs, and we will always be honest with how we are compensated for our services. We believe our transparency is the foundation of our relationship as we guide you to financial wellness.

Independent, family focused firm

As an independent firm, we have the freedom to give advice that is in your best interest. We are not tied to specific, limiting products but rather we can utilize a variety of options that consider your desired outcomes and complete financial picture.

We are a family focused firm that understands your family can encompass many people and activities, and every person and decision requires special care and coordination. As your advisors, we too are involved with our individual families and understand the delicacies of family dynamics. Being a family focused firm, we will always consider how your loved one’s desires, needs, and wants play into your complete financial wellness.

Desired Outcomes

As we develop your individualized financial plan, we always consider your best interests and we focus on your desired outcomes.

Desired outcomes reflect the ‘why’ behind what you believe and as well as the ‘why’ behind the things you want to accomplish. Ultimately, desired outcomes reflect how you believe your life should unfold and anchor your decisions and aspirations. They can broken down into your:

  • Needs
  • Wants
  • Desires

We focus on desired outcomes instead of goals because we believe goals are more limiting and ending. Goals are an end result while desired outcomes are focused efforts that encompass feelings and desires that involve you and your loved ones.

We always consider your best interests and we focus on your desired outcomes.

What matters to you,
matters to us!
Let us guide you.

Planning for all life stages

Taking care of families and seeing our clients achieve financial wellness is what drives us. No matter what life stage you are in, we know you can benefit from sound financial guidance.

  • Adopting or adding children to the family
  • Blending families
  • College graduation
  • Death of a loved one
  • Empty-nesting
  • Housing change or relocation
  • Job change
  • Marriage
  • Medical illness or diagnosis
  • Retirement
  • Separation or divorce