What makes you different?

I am not a product of the financial industry. I specifically created this firm in the hopes of serving those who might previously felt intimidated or underserved by their services.

I do not represent any specific financial product and am committed to offer advice that is independent and objective. As a fee-only CERTIFIED FINANCIAL PLANNER™ I only receive payment from my client, I do not accept commissions, referral fees or any other compensation from third parties.

This means that I am free (and, in fact, legally bound) to listen to your situation and goals and formulate a situation that works for you.

For more about being a Fee-Only Planner, please see here.

Monday, January 25th, 2016
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