We offer our tax preparation, asset management, and comprehensive financial planning services on a fee-only basis, much like attorneys, physicians and other professionals do. We do not earn commissions or profits on any transactions or financial instruments, so you can be sure that any moves we recommend are based on your interests, not ours.
Many people feel that the 'no cost' financial plans provided by insurance companies, investment brokers, and similar firms can be slanted towards the products the company offers and away from those it does not. We, on the other hand, focus our financial plans on you and your specific requirements. We are not limited to one company's products or to one financial approach. Your plan can include any financial vehicles that make sense for you.
We will be happy to assist you with the development, design and implementation of your financial plan. If needed, we can also recommend other professionals who may be of added assistance. Either way, your finances will always remain under your control.