Free Consultation

Talk with an Advisor

Schedule a free consultation via phone, zoom or in person. This is an opportunity to meet those who will be working directly with you. You can ask us questions relating to your financial concerns and share what you are trying to achieve by working with a financial advisor. We will ask you questions as well to determine how best to meet your needs.

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What to Expect

  • 45-minute meeting
  • Transparency
  • Clear, credible, and valuable advice from an experienced fiduciary advisor
  • Clear direction as to next steps

Services Provided

  • Investment Management Services
  • Financial plans
  • Financial Check-up
  • Hourly-based Financial Planning Analysis
  • Social Security Analysis
  • Monthly subscription Trailblazer program

Why a Fiduciary

  • We are held to a fiduciary standard, which means we are required to put our client’s best interests above and beyond our own.
  • We DO NOT sell products.
  • As fee-only advisors our revenues come solely from our clients. It may be structured as a flat or hourly fee or as a percentage of assets managed. We do not earn commissions on investments, nor do we receive a fee when you buy or trade securities.

Contact Us to Schedule a
Free Consultation

During the free consultation, we will ask each other questions to determine how best to serve you. It is our goal to find the solution that fits your needs most.

Our Affiliations

We are proud to be affiliated with the following organizations.