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Trust- Fiduciary

Trust- Fiduciary

Our client's needs are above all else and we will always give advice that is in your  best interest.

As a CFP® Professional, I am held to a higher standard than other financial advisors and am required to serve as a “fiduciary at all times” when providing financial advice.

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Expertise of CFP® Professionals

Expertise of CFP® Professionals

Not all Financial Advisors are the same. 

“CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
– The Certified Financial Planner Board of Standards, Inc.

Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*
*Source: www.cfp.net, www.cerulli.com

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Transparent Fees

Transparent Fees

We are upfront about how clients pay us for our services and offer you a few options. We offer financial plans and services for a fixed fee or through monthly subscriptions. Clients decide what fee structure best serves their goals and needs. 

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Personalized Comprehensive Planning

Personalized Comprehensive Planning

We will work with you to dig deep into your financial situation and your future goals. From there, we will work together to develop a financial plan that encompasses:

  • Investment Strategies
  • Risk Management
  • Retirement Planning
  • Wealth Distribution
Our Behaviors Dictate Our Results

Our Behaviors Dictate Our Results

Often times we are our worst enemies. With so much information out there, it can be overwhelming knowing how to properly invest during volatile markets. Behavioral Finance is a big component of our planning process. We will coach and guide you on how to stay focused on your financial goals and how to navigate through any economic landscape.

We provide you with exclusive and timely content to help you stay educated on the latest financial topics

Resolutions to Help Build Financial Independence

Resolutions to Help Build Financial Independence

Pursue financial independence in 2024 with a few simple but empowering resolutions.
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Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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