Robo-Advisor vs Fee-Only Financial Advisor: Which is Right for Me?
Here are the main differences between a robo-advisor or a more traditional financial advisor. Find out which is better...
Read MoreYour financial goals are personal.
Your journey to success should be too.
As an independent, fee-only financial planning firm we are dedicated to providing personal, steadfast advocacy and academically-proven strategies to help you create a path towards achieving your financial goals.
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Our Services
Financial Planning
Using a holistic approach to understand your unique financial situation, we can help you identify specific financial planning goals and set a path towards success.
Tax Strategy
Using tools like investment selection, real estate analysis, debt management and college savings vehicles, our tax professionals will optimize your financial planning resources.
Retirement Planning
Preparing for your financial future starts today. We can help you put everything in place now for your financial path, so there is no need to worry tomorrow.
Legacy Planning
Working with a CERTIFIED FINANCIAL PLANNER™ will help grant you the peace of mind that your hard earned estate will be passed along in the manner you intend.
Giving Back
Being good stewards of your wealth can incorporate giving back. Whether you’re gifting education or fulfilling charitable desires, we can provide financial guidance and direction.
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Let's GoIn the Know
Didn’t Get a Stimulus Check? You Might Still Qualify
Here’s what you need to know about qualifying for the latest Recovery Rebate stimulus package under the ARP.
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Should Bitcoin Be In Your Investment Portfolio?
We have gathered a few key takeaways on Bitcoin and other cryptocurrencies for investors who are considering adding this...
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5 Savvy Tax Planning Strategies to Maximize Your Return
Everyone knows that you have to file your taxes every year, yet many don’t know there is actually a...
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A Beginner’s Guide to ESG Investing
Oftentimes, our monetary resources serve as a vehicle for us to share our values and beliefs with the world...
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Getting Started With Your Retirement Planning
When you think about what financial goals are most important to you, retirement is probably near the top of...
Read MoreCFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.