Why Choose Us?
- Independent Financial Advisor
- CFP® Professional
- Retirement Planning Specialist
- Certified Public Accountant
- Lower Fee-Only Platform
- Access To Institutional Shares
- Active Portfolio Management
- Fiduciary Investment Accounts
- Flexible Hours
- Attention To Detail
- Over 18 Years Of Experience
- Investment Advisor
- Investment Manager
- Financial Planner
- Fee Only Financial Planner
- Retirement Planner
- Quarterly Newsletter
Most people think that all financial planners are "certified" but this isn't true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks.
When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification provides that sense of security by allowing only those who meet the rigorous CFP® demanding education, examination, experience and ethical requirements the right to use the CFP® certification marks.
To verify that your planner is authorized by CFP Board to use the
CFP® certification marks, call toll-free 1-800-487-1497 or visit CFP Board's Web site at CFP.net/search.
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Meetings By Appointment Only
|Monday||9:00 AM to 5:00 PM|
|Tuesday||9:00 AM to 5:00 PM|
|Wednesday||9:00 AM to 5:00 PM|
|Thursday||9:00 AM to 5:00 PM|
|Friday||9:00 AM to 12:00 PM|