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Our Advantage

Our firm was founded on a deep belief that success means different things to different people. For some it is simply about accumulating wealth. For others it is just having enough to meet their family’s financial needs and obligations. For us, success is measured by something that is not only desirable, but attainable. That something is significance.

Together, we will help you build a plan with a purpose—A plan that helps bring meaning and significance to the life you want to lead. Whether your plan focuses on retirement, a second home, education, travel, giving back, paying forward, leaving a legacy, or all of the above, we have the expertise to guide you and the tools to support you.

Our Commitment to You

As your wealth advisors, you can expect that we will go above and beyond to:

  • Explain all the risks and benefits of each investment
  • Explain the costs and expenses of everything we do – unseen or upfront.
  • Explain our processes in lay terminology to the best of our ability.
  • Be honest with you, whether what we have to share is positive or negative.
  • Be here to answer any questions you may have around your financial plan,
  • Listen to you about your unique situation and provide educated feedback.
  • Present opportunities to try to better your "whole plan," whether or not it is investment related.
  • Provide quarterly reviews, or at a minimum, semiannual comprehensive reviews.

Our firm is affiliated with Prospera Financial Services, Inc., Member FINRA/SIPC, a widely recognized broker-dealer in the United States. That means, you get the personal attention you would expect from a small practice and access to the vast resources you would find at a large firm.