$75MM AUM | $754,000 GDC in
We are changing the way financial advice is given. We specialize in retainer based planning with no assets required to become clients.
This is unique for the financial services industry and allows all asset platforms to be utilized to help a client reach their goals. Flat fee, annual retainer, with NO assets required to be managed by us. Sometimes where you have your money is where it might belong but that doesn't mean you don't need advice you can trust. Our clients like our CFP® lead planning and the no-conflict with product sales advice.