We chose independence for a reason.  We are a fee-based advisory service

which means we only receive compensation for our portfolio management services

directly from the client, according to a predetermined pricing agreement.

 

Within the financial services world, we are among only a handful who believe that 

a transparent, direct relationship with the client provides for the best results.  

If you are unfamiliar with the fee-based planning model, let us prove to you why

we believe it is the best arrangement.  We think you will be pleasantly surprised.

 

For more information on our approach, how we work, or to receive a

personalized review your own portfolio, please contact us 

via email or telephone anytime.