"We're committed to providing the very best in financial planning for teachers and their families."
Planning your finances is a life-long process and we're with you every step of the way. Using our expertise in teacher finances and commitment to always putting you first, we'll help you use your finances to live an exceptional life.
We build portfolios based on the science of disciplined investing. Focusing on mitigating risk, optimizing returns, and keeping costs low provides our clients with the growth they need while avoiding the risks they don't.
Whether it's through phone, email, web conference, or in-person, your trusted advisor is always available for you. Because when it comes to getting answers to important financial matters, you should never feel like you're in the dark.
Our main priority is you and your family. Planning your personal finances is a life-long process and we're with you every step of the way toward achieving your dreams.
We take the time to understand where you are and where you've been, so we can work together to get to where you want to go. We want to be there as your trusted partner who always has your back through the entire journey.
We've dedicated ourselves to serving two fantastic groups of people.
When it comes to teacher finance and special needs planning, we're the experts. We focus exclusively on serving your unique needs and have an in-depth knowledge you won't get with many other financial professionals.
We're able to help you simplify the unique complexities of your finances because we have an intimate understanding of the issues you face. We're a firm dedicated purely to your success.
Your life is bigger than just an investments, though many Financial Advisors might make you think otherwise. We understand that your finances are a tapestry composed of many different pieces woven together. That’s why we use a comprehensive approach that takes a 360-degree view and keeps all those pieces working together.
We're your go-to team for everything involving your finances. You'll have unlimited access to us, so we’ll be there to answer your questions and coordinate the solutions to keep you on track.
We are proud to be a fee-only, fiduciary and hold ourselves to the highest moral, ethical, and legal standards in the industry. Not many financial professional can say this, but we can, we will always put your best interests ahead of everything else, period.
We're committed to pure transparency and the elimination of any conflicts of interst. That's why we're structured so we're only paid by you. We don't sell anything, accept commissions, kickbacks, or anything else. This way you know we're always on your side.