Impartial, transparent advice
With the Simplified Fee Structure, our team can focus on what’s in your best interest by stewarding your resources with objectivity. The advice we provide is impartial and transparent because commissions or third-party incentives never influence us. We don’t receive any compensation for products we recommend. We only work for you.
You receive our comprehensive financial planning and wealth management services for one simplified fee, which is determined by your net worth.
A step beyond a fee-only service, our unique fee structure supports your life purpose and provides a high level of service regardless of what you own or where it’s located. Our fees are designed this way so we can provide clear value and unbiased advice. We tell you the exact cost when we first meet.