WHY WE’RE DIFFERENT

  • Focused on getting to know you, your values, and your goals from the very beginning!
  • Helping you integrate your money with how you want to live life now while preparing for the future.
  • What is best for clients and are free of any conflicts of interests.  We don’t sell anything.  We don’t have a vested interests in managing your assets. Our focus is on educating our clients.
  • Show you the hidden fees in your investments which will save you thousands of dollars! Our belief is that you should keep more of your money because you earned it.
  • Breaking down this complex financial world into simple and easy to understand terms. By working with us and going through this process we want our clients to feel empowered and confident in understanding their own personal finances.
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WHO WE ARE

We are a fee-only financial planning firm who provides transparent and objective advice. Our passion is about helping people with their personal finances.

ABOUT US

WHAT WE DO

We learn about you, your values and your goals. Provding a personalized plan that is tailored to your values and goals; while EDUCATING you along the way!

SERVICES

WHAT WE BELIEVE

The power of a low-cost passive investment strategy that focuses on index mutual funds that diversify all over the world. This gets your money working for you.

INVESTING

FINANCIAL FREEDOM IS JUST A PHONE CALL AWAY.

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FINANCIAL FREEDOM IS JUST A PHONE CALL AWAY.

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THE POWER OF COMPOUNDING INTEREST & LOW COST

This table is based on an initial investment of $10,000, over a 50 year time period, with a 10% return.

Expense (Fee)

Your expense is the fee that your investments cost you to own. These fees are typically represented as a percentage.

Opportunity Cost

Opportunity cost is the total earnings that you would have made if all the money that you paid in fees, had been invested.

Final Balance

Your final balance is the amount of money that you keep. Your net return, after all fees have been subtracted.

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OUR LOW COST PRICING

FEELING EMPOWERED? LET’S GET STARTED.

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FEELING EMPOWERED? LET’S GET STARTED.

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