If you’re like most of our clients, you’re here because you want to find an advisor who is not only competent, but with whom you can feel comfortable enough to discuss money, security and the values and principles underlying the critical financial decisions begging for your attention.
What distinguishes our firm from other advisory firms is that we recognize the need to go beyond the numbers. Financial planning has evolved into a discipline that is as much about the person as about his or her wealth. We understand this and, in most cases, clients become not only clients – but friends.
Another distinguishing factor is that I am a CPA with over 30 years of experience. If you decide to hire us, then we will also do your personal income taxes every year at no additional cost to you. Few other financial advisors offer that service.
That said, the process of bringing on new clients is not something we take lightly, and we are just as likely to judge your suitability as a client as you are to judge our suitability as an advisory firm. “Client fit” is essential in order to give you the best service possible – a service you’ll gladly depend upon for years to come.