We offer fee-only investment advice. No commissions are charged by us. We do not take custody of a client’s assets. We have no parent corporation or sales manager or corporate stockholder pressuring us to recommend investments that we don’t like. We are free of outside pressure to meet a “sales quota”, so we can focus on providing straightforward, honest advice.
Remember: “The fastest way to make a small fortune is…with a large one” (due to reckless, naïve investing).
In order to have a successful retirement and meet other financial goals it is vital to get good investment advice. Retirement planning and retirement asset accumulation all require doing many years of good investment planning.