All financial professionals deserve equal scrutiny.  So, how do you choose?

Consider Their Questions

  • If they exposed more interest in your assets than your emotions related to money, you most likely encountered an advisor chiefly interested in themselves.

Questions from A Sincere Advisor

  • What keeps you up at night? 
  • What concerns do you carry around every or most days?     
  • What would provide you financial peace?
  • What would make you feel in control?

Our Desire

  • We seek long-term relationships with clients.  From our view, clients do not like “here today, never heard from again” advisors any more than advisors do not like "through the front door out the back door clients."
  • You must commit to collaborative reviews at least annually and more frequent updates if circumstances or financial conditions change.
  • You must commit to visualize an ideal lifestyle and agree to allow yourself to afford that lifestyle. [Money accumulators often become hoarders at some point in life and refuse to enjoy living.]

Certified Professional

We believe any person needing financial planning, investment advice and/or tax services deserves competent, honest, and objective advice from professionals that are held to professional standards. The CERTIFIED FINANCIAL PLANNER Professional or CFP® marks and the Certified Public Accountant (CPA) designations denote individuals who are educated in a variety of financial topics. Our professionals holding these designations must meet annual continuing education requirements and are held to a respective code of ethics.  Additionally, our CERTIFIED FINANCIAL PLANNER professionals are held to the fiduciary standard of care which requires that an advisor act solely in the best interest of the client, which includes finding the best investment alternatives with lower expenses when possible.  Anyone can call themselves a “financial advisor” without any professional standards or certifications.

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