WHO WE SERVE

PLAN WELL.  INVEST WISELY.  

We give you the knowledge and freedom to act and think differently.  

OUR CLIENTS INCLUDE

Individual &#38; Families<br /><br />

Individual & Families

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Business &#38; Qualified Plan Sponsors

Business & Qualified Plan Sponsors

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Non-Profits<br /><br />

Non-Profits

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HOW DO WE HELP YOU ACT AND THINK DIFFERENTLY?

We believe the emphasis should NOT be placed on merely investing and financial products, 
but squarely on YOU, with the entirety of your financial picture and future in mind.

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Our 100% Independence

We are an independent Registered Investment Advisor (RIA) firm.  This affords our clients the freedom, knowledge and tools they need to go beyond what they think or dream possible.

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Our Fee-Only Philosophy

There are many important distinctions to consider when selecting who you will trust with your financial future. How a financial professional is compensated should be one of them.

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Our Planning Philosophy

We marry financial planning and investment management with Paradigm Shift Investing. 


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Find Your Perfect Fit

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