Client Expectations



Help you address important financial decisions as you approach key transition points and develop a sound strategy for maintaining your standard of living during your retirement years (Distribution Phase).

Act as a fiduciary. We will strive to always do what is in your best interests by providing impartial advice for accumulating, preserving, distributing and maximizing your wealth.

Assist you with achieving your financial goals by developing and managing a custom-tailored investment strategy using a portfolio of low-cost and institutional mutual funds.

Build long-term relationships with you by providing highly personalized service offered in a professional manner at a reasonable fee level.

Be transparent with regards to your fees and the performance of your portfolio.

Exclusive member of Charles Schwab and Company's Institutional Service which will give you access to thousands of no-load and institutional class mutual funds from top-rated mutual fund families - the best of the best.

Work with qualified estate, tax, and insurance planning professionals so that you can fulfill all your goals not just your investment goals.

Help you achieve your personal and financial goals so you can bring structure to your financial lives.

Expand our knowledge and professional credentials through required CFP continuing education.