<h2>Fiduciary Financial Planning and Retirement Planning</h2>
I believe a good Advisor/Client relationship starts with mutual values and goals. Do any of these apply to you?:
High commission and AUM fees are killing you
You have many questions about your planned retirement and you look at your retirement with a long-term view
You are either too busy or don't have the skills to do this on our own
A "Heart for Learning" and a "Passion for Striving" is part of who you are
For us, it's important that you are comfortable and able to use secure, electronic tools such as: DocuSign, Zoom, and scanning statements into PDF files
An on-going relationship with a Fiduciary Financial Advisor may be of value to you!
If you are a High Net Worth individual, a fixed flat-fee vs a percentage of Assets Under Management (AUM) for investment management can make a huge difference in your overall yearly fee. Shocking to some, if you are a Very High Net Worth individual, the investment fees can be to the tune of tens ofRead More >
If you are paying the industry standard 1%+ AUM fee, we can help you significantly reduce that with our fixed flat fees. 
Generally, engineers like a lot of detail. As an engineer-type in my previous career, so do I. We cater to deep analysis using Monte Carlo simulations, generate cash flow reports throughout the retirement time horizon and wrap all of that into a written Plan with graphics that you will be proud to own. We even provide you with a cookbook to help you get started on your own. 
Young individuals and families just starting out and into mid-career have a host of decisions to make. Paying off student loans, saving for their first home, career decisions, and many more. Lurking on the back burner is retirement planning and how to build wealth to get there. Slow and systematic investing can help you achieve that long-term goal while you deal with all the other critical decisions of today. A written broad-based financial plan with an action plan will chart a course to get you to your goals. 
Now is the time to implement a retirement plan for your employees OR help them leverage your existing plan.
If you have a company Retirement Plan in place, we can help educate your employees to leverage that Plan. You can also hire us for a day to provide workshops and one-on-one consultative sessions! 
Step families or blended families, can bring about different physical, emotional, and financial needs and stresses to all involved. Financial Planning is especially important to protect all parties involved, especially your children from a previous marriage. 