I focus on personal investment management. As an independent, fee-only???, Certified Financial Planner???, my role is to advise my client as to their best

I offer an initial consultation at no charge. This meeting allows us to determine what you are looking for, the extent of a potential relationship, and the appropriate fee structure. My only source of compensation is the fee you pay directly to my firm. Investment management services are billed as a percentage of assets under management. My firm???s position in the industry allows my clients to buy investments and insurance without loads and agency commissions. For financial planning, a flat fee...

I offer an initial consultation at no charge. This meeting allows us to determine what you are looking for, the extent of a potential relationship, and the appropriate fee structure. My only source of compensation is the fee you pay directly to my firm. Investment management services are billed as a percentage of assets under management. My firm???s position in the industry allows my clients to buy investments and insurance without loads and agency commissions. For financial planning, a flat fee is set for the extent of service you need. A ???menu??? of services clarifies the level of service you desire each year. Independence allows me to research the universe of investment options and information sources. This broad platform facilitates successful investment management decisions. My past pe