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Independent and Objective

Why it matters?
You need to know that the advice you receive is in your best interest. We are Fiduciaries.

We sit on your side of the table when giving advice. When you make more, we make more.

Investment product companies pay brokers a commission to sell their products, not give advice.

How it works?
We are a Fee-Only adviser. We don’t receive commissions. Our loyalty is with you.

The licenses we hold – CPA, CFA, and CFP – require us to be independent and objective.

Is your broker acting as a fiduciary, or are they just selling a big-commission investment to you?