Frequently Asked Questions
What is the process for working with your team?
To make sure we are the right fit for you, we offer a free consultation meeting to all prospective clients. To set up an introduction meeting, click here.
Are you a Certified Financial Planner (CFP®)?
Knowledge and education are incredibly important to us. We currently have 3 CFP® professionals on our team along with a CFA®, WMCP®, ChFC®, and CRPC®.What is your Investment Philosophy?
Our goal in managing your investments is to get your money to its end goal in an efficient manner, focusing on long term results and relying on the basic principles of compound interest. Our strategies aim to deliver market-like outcomes with less risk along the way, couple with reasonable expenses. To accomplish this, we focus first on managing risk effectively by being properly diversified, with a secondary focus on pursuing long term drivers of outperformance. We have access to and experience with investment strategies of all kinds, from the most basic to the seemingly complex.
Do you offer financial literacy resources?
Explore our collection of insightful videos, detailed articles, and visually engaging graphics within our Resource Center. Our Investor Education content covers a wide range of financial topics—from market trends and retirement planning to investment strategies and tax-saving tips. Our goal is to help you build confidence and make educated financial choices every step of the way.
Can you help me with an old 401(k)?
Yes! After learning about your situation, we will be able to provide retirement account options that work best for you.
Will I have access to my accounts at all times?
You can access your accounts anytime, 24/7, through LPL Financial's secure online portal, Account View.
Who are your Custodians?
We work with LPL Financial, Fidelity, and Charles Schwab. Our brokerage license is held with LPL Financial, one of the nation’s leading providers of investment and brokerage services. Partnering with LPL Financial gives us access to a wide range of financial products, resources, and support, allowing us to serve our clients with independence and objectivity.
What services do you offer?
