OUR CLIENTS VALUE:
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Delegating responsibility for managing their portfolios;
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A long-term, mutually respectful advisory relationship in which they feel heard and understood;
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Fee-only portfolio management and financial planning with a truly independent advisory firm that has no products to sell;
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Clear, proactive, objective, and timely advice in all areas of financial planning;
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Proactive, not reactive, research-based active portfolio management style that minimizes the level of downside volatility associated with the passive “buy and hold” approach.
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Personal, consistent, and regular communications when the unexpected arises;
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A Team of highly educated and experienced licensed professionals working together as fiduciaries on their behalf;
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Diligent risk analysis and regular monitoring of their invested assets;
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A comprehensive plan to meet short and long-term planning goals over their lifetime.