We're paid only by our clients, so you can be confident we’re recommending transparent and unbiased solutions. Our sole focus is to help our clients stay on track toward their own financial goals. No matter what we may recommend that you buy or sell, our compensation is paid only by you, and never changes based on whether or not you follow our advice.
We Take Our Fiduciary Responsibility Seriously
We are relentlessly driven to answer one essential question: What is in the best interest of the client? As your financial advocate, we go beyond mere recommendation to help you implement the changes you want to implement. Of course, we have a lighter side and enjoy sharing a laugh with our clients. But we never forget why we’re here.
Pledge to Clients
As members of the Alliance of Comprehensive Planners (ACP), our advisors are held to strict standards of ethical practice. We proudly stand behind our pledge to clients in every service we offer.
Your Advisor’s Promise:
In my dealings with my clients, I pledge to be:
Holistic in outlook
I will consider all of your circumstances, family needs, goals, values and aspirations when making comprehensive financial planning recommendations.
Professional in conduct
I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life. I will continually enhance my skills and credentials through continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.
Educational in nature
I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to make sure you understand my advice.
Independent in compensation
I will never sell you a product nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.
Committed to your success
Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals change.