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Our Independence

As a privately held and independent Financial Practice, we represent our clients’ needs rather than the interest of any particular financial or publicly held company. Our independence is vital to delivering objective recommendations to our clientele and our objectivity extends to the manner in which we are compensated.

Depending on the financial solutions and strategies we develop to meet your needs, we may receive an annual portfolio based fee or a commission paid directly by a financial institution, rather than by our clients themselves.

We are in the education business – we do not “sell” financial products; we make recommendations based on financial coaching and place financial products and services with our clients to create a long term relationship focused on meeting the changing needs of the patrons we serve.