Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing what is necessary to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.
Whatever your current situation, financial concerns have an impact on your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future. Taking the worry out of your financial future is our primary goal.
To help you, we have two different routes to choose from: a Comprehensive Financial Planning Engagement or a shorter more focused Limited Term Financial Planning Engagement. (Explanations are located in the Services tab.) After considering the areas you may need help with, simply complete the form located on the Contact Us page to get the ball rolling.
When you work with us, you can expect:
Straight talk. We are independent and we don’t sell financial products, nor do we receive commissions or fees. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you. This helps us offer direct, objective counsel.
All-inclusive approach
Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial advisors.”
Access
Life is constantly changing. For an annual fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
Value for your money
We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
The highest professional standards
We are committed to The ACP Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.