We are fiduciaries. Simply stated, we are legally and ethically required and bound to work in your best interest. Your interests always come before ours. We are compensated a pre-agreed percentage of assets that we manage.
Also, we have relationships with many area professionals when additional needs are discovered, such as trust planning, tax preparation, or other advanced planning needs. We recognize our limitations, and prefer to offer referrals to other qualified financial professionals when the need arises. Rest assured, our only compensation for any referral is your satisfaction.
We look forward to working with you!