1. We are an independent Fee-Only Investment Advisory and Financial Planning Firm. Our fee structure is clear and concise. There is never fine print to understand or any hidden fees.
2. We are one of a select group of investment firms in the nation that has the privilege to invest with Dimensional Funds.
3. Our services are tailor made to each client’s specific circumstances and are never a one size fits all approach.
4. We have taken the NAPFA fiduciary oath. This oath states that we will act in good faith and in the best interest of the client.
Why we’re different from 95% of the nations financial planners
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Don’t be left wondering if you have saved enough for retirement. With our Retirement Planning Services you will not be asked to buy a product like an annuity or life insurance as a way to fund your retirement plan.
We build you a well diversified portfolio using Dimensional Funds and we take responsibility to rebalance and review your portfolio. Call us at (804)290-0162 to schedule a free consultation this week!