We offer customized investment advice
What does that mean? What are the potential benefits? What difference might that make for you and your loved ones?
Being independent means, among other things, that we’re free to recommend a wide array of investment products, regardless of who offers them. We enjoy being objective, and telling it like it is.
It also means:
- No sales quotas.
- No proprietary products.
Matching appropriate investments to your goals according to your financial plan is the priority. That means the lens through which we see investments is that of your plan, your goals and your values.
We have a planning and advisory process, not a sales agenda. Your plan comes first.
That said, as long as it fits with your goals, we lean toward a more conservative investing style, and, when appropriate, we employ the “Sailing & Rowing” philosophy explained in the video below.
Regardless of style or philosophy, we’ll do our best to avoid financial jargon, and translate concepts into plain English.