You Should Call Us If…
- You’re looking to establish a collaborative relationship, with a trusted, fee-only advisor who can offer perspective and direction.
- You’re uncomfortable with your current investment strategy and looking for a fee-only advisor to manage your accounts and investments.
- You’re unhappy with the level of attention or service you’re getting from your current advisor/broker/planner/agent and ready to make a change.
- You’re ready to retire and need help rolling over your 401(k), 403(b), 457 plan, Tax Sheltered Annuity (TSA) or deferred compensation plan.
- You understand that paying for advice and consulting is an investment. You are not just paying for the work we do; you are paying for the commitment you make to yourself to become financially independent and secure.
- You want to work with a firm that’s large enough to serve you, yet small enough to know you. You’ll be treated like a person here, not a number.
- You want your calls and emails returned in minutes and hours, not days and weeks.
Do You Fit Our Ideal Client Profile?