Why choose a Fee-Only advisor?
Choosing a financial advisor is not a simple task. Carefully consider how
your advisor is compensated. Working with a Fee-Only advisor, you can enjoy
the peace of mind that comes from knowing that your advisor has your best interests
at heart.
Useful Resources:
Working With a Fee-Only Advisor (PDF)
Fiduciary Standard (PDF)
How to Choose a Financial Planner (PDF)

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Welcome
Our services are purely Fee-only. We do not sell products. We
do not receive commissions. Our business exists to serve you by providing
the highest quality of financial planning and investment management advice
solely in the best interest of you – the client.
We offer advice on retirement, college, and estate planning; insurance; investments and tax planning.
We are committed to helping you reach your financial goals, no matter your
stage in life. Our clients include individuals and families of all ages;
young professionals charting their course to financial independence; retirees
who are managing their retirement savings; widows; single parents; and families
with special needs.
Latest News |
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08.08.2011
Please join us in welcoming the newest member of our team, Ben Skinner. Ben is a student at The Ohio State University, majoring in Family Financial Management. Ben's duties will focus on client service and investment research. Welcome, Ben! |
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08.09.2011
For regular updates, advice, and market commentary, find us on facebook.
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