Do You Need More Time to Enjoy Life?

We are a fee only financial advisory firm helping clients refocus their time and energy to what matters most to them. If you are looking for an innovative planning process and tax focused investment strategy, let’s talk.

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Independent

We are not tied to any family of funds or investment products. As fiduciaries we act in your best interest, at all times. We use an independent custodian (Charles Schwab & Company, Inc.) so we have a system of checks and balances.

 
Fee-Only

We offer transparent advice and do not take commissions or third party hidden fees. We sit on the same side of the table as you when making recommendations.

 
Tax Expertise

We are CPAs and Enrolled Agents, with tax preparation experience – tax efficient investment management.

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