We are CERTIFIED FINANCIAL PLANNER™ practitioners with more than 50 years of combined industry experience.
Financial Planning for Transitional Events
With careful planning, you can set goals and achieve them. We will help you identify your life's goals, match your resources to these goals, and examine the choices facing you at certain crossroads: changing jobs, educating children, divorcing a spouse, retiring, or pursuing charitable work. We will alert you of potential obstacles to accomplishing your stated goals such as market volatility, unsuitable asset allocation, inflation that will lower your purchasing power over time, and the consequences of rising health care costs.
An Objective, Client-Centered Approach
The needs of the client come first. Realizing that every person has unique reasons for using the services of a financial adviser and different ideas about how they would like to work with a financial professional, we offer a flexible compensation schedule that allows for one-time consultations, hourly financial planning, and fees for managing assets. All fee discussions are welcomed and all fees are disclosed prior to any financial planning engagement. As independent investment adviser representatives through Commonwealth Financial Network®, we are not beholden to any mutual fund provider or insurance company. We work for you, the client, and we adhere to a strict code of professional conduct known as CFP Board's Code of Ethics and Professional Responsibility.