We are a financial planning and advisory firm dedicated to helping clients develop a crystal-clear goal for their financial future and the strategies to help attain it. We work best with entrepreneurs and individuals having $500,000 to invest and protect.
We are a little different because we begin with YOU -- not numbers. We want to know such things as what you find exciting and how you like to spend your time; what drives you to succeed and what do you want to do with success. We listen closely and ask important questions.
A crystal-clear vision of your financial future is the result.
The firm was founded in 2000 as the outgrowth of a CPA firm. As CPAs, we referred this important work to “financial planners.” But we discovered that many of the people calling themselves financial planners were actually commissioned agents using financial planning to sell products to our clients, whose needs were not always a priority.
When CPA firms were first allowed preferential access to the Fidelity platform in an alliance with AICPA in 2000, I became one of the first to join up. Why? Because it gave us the opportunity to offer fee-based financial planning services. It gave us the opportunity to demonstrate our position as “the most trusted advisor.” It gave us the opportunity to put the client ahead of monetary reward.