We specialize in working with people who:

  • Are a retiree or pre-retiree who enjoys open, honest and genuine personal relationships.
  • Can handle the truth regarding their current financial situation and asset structure.
  • Are committed to implementing a written financial strategy in order to pursue important goals in life.
  • Wants the freedom and simplicity of having their financial assets under the watchful eye of a trusted Financial Advisor.
  • Is a true financial delegator who seeks, respects and follows our professional advise.
  • Takes action based on diciplined financial planning objectives instead of reacting to changing world events and outside opinions.
  • Is comfortable with our non-commission asset fee structure based on investment assets under management.

Our Flat Fee Structure is 0.75% on account assets under management greater then $1,000,000. Under our fee structure we do well when our clients do well.