What We Are Not

We Are NOT Stock Brokers

Some combination of stocks, bonds, exchange traded funds (ETFs) and mutual funds are included in every client portfolio.  We do not sell these items to clients though.  We do not call with the "hot tip" of the day but instead focus on building disciplined long term portfolios.

We Are NOT Insurance Agents

Insurance planning and products are vital components of many of our client planning strategies.  We do not sell insurance products though.  We also do not believe that one insurance product is right for all people and all goals.  We assist our clients in finding the insurance products that meet their needs.

Advisory Relationships Comparison