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Our Philosophy

Our Mission
Our mission is to help clients identify and realize their life's financial goals. Through independent, objective, Fee-Only Planning, we work to empower our clients to make the best financial decisions possible.
Our Edge
We are a non-discretionary firm which means we are partners for financial planning and investment decision making. We offer sophisticated asset allocation and incorporate the use of alternative mutual funds. We also offer fundamental financial planning and investment education. An important difference in our approach is that we work in collaborative relationships with our clients, rather than seeing our role as sole director of the investment portfolio.

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