We’re not your normal, run-of-the-mill financial advisors – we don’t work for anyone else – no big banks, brokerage houses, or investment groups. We’re completely, totally and wholly independent. We’re experienced – decades of time spent in the markets working for you and you alone. We’ve got nothing to sell – we’re completely open about our process, our research and our recommendations but the choice of which way to move will always be yours. We’re realistic and visionary – our time horizon is measured in your lifetime, not the vagaries of the market and the next financial crisis. We chart your own course  – to financial stability, independence and security. Those are our goals. We’re not day-traders. We’re not tuned in every minute of the day to CNBC. We know that your financial future is going to be built on discipline, information, education and patience.

If that sounds good to you – call us. You need to be working with professionals.

1. We don’t work for anyone else
2. We are completely, totally and wholly independent
3. We’re working for you and you alone
4. The choice of which way to move will always be yours
5. Our time horizon for you is measured in your lifetime

6. We chart your own course
7. Financial stability, independence and security are our goals for you
8. We’re not tuned in every minute of the day to CNBC
9. Your financial future is going to be built on discipline, information, education and patience.
10. You need to be working with professionals.