AREAS OF EXPERTISE:
While there is a limit to how many hours you can bill, your investments can work for you 24 hours a day, seven days a week. In consultation with you, we develop a comprehensive financial plan that reflects your unique opportunities, goals, and risk tolerance.
We appreciate that your income can fluctuate, especially in cases of contingency billing and some alternative fee arrangements. We will develop a financial plan with you to account for the fluctuations and keep you on track for a financially secure retirement.
You seek to minimize risk for your clients. We do as well, including but not limited to asset protection strategies, diversification, and objective reviews of insurance coverage (though we do not sell insurance).
Like you, we are fiduciaries for our clients. We accept compensation only from our clients, disclose potential conflicts, and have an open architecture that enables us to invest in the client’s best interest. In addition, we have the training, credentials, and experience to provide sound counsel.