What Does "Fee-Only" mean?
Fee-Only is the description of how we're paid - directly by you, our client - for the value we provide, instead of from commissions based on sales incentives.
What is a "Fiduciary?"
Someone who is legally obligated to act in the best interest of another person.
Are you a "Fiduciary?"
Yes - and proud of it!
Do you have any account minimums?
What is CFP or AIF
Certified Financial Planner & Accredited Investment Fiduciary