How We Work
Keep It Simple
Simplify, Simplify, Simply
100% Fiduciary Always and Only have your best interest in mind.
No proprietary funds!
Unlimited Access to Advisor
One place for your financial life through eMoney Financial Planning Tools. Convenience of Mobile Access
FAN- Financial Advisory Network made up of experienced and trusted professionals in Estate Planning, Taxes, Mortgage, Banking, etc.
Meetings tailored to meet your lifestyle.
“If a person doesn’t know to which port they sail, no wind is favorable.” — Seneca.
Our Process
Our philosophy is centered on our relationship with you first. Our target is to focus on the things we have control over. Focus on the things we plan for and be prepared for the things we pray never happen.
“There is only one way to happiness and that is to cease worrying about things which are beyond the power of our will.” — Seneca.
We believe the financial planning process is a precursor to asset management. We believe that all clients have an Investment Policy Statement (IPS) which will be integrated around specific and personal financial goals.
Our investment process is centered around low costs, passive investments, tax sensitivity, and absolute transparency with clients.
We believe that unless we have become a member of your indispensable tribe, we have not done our work.