About Us
What it's Like to Work with Us
We offer fee-based financial planning.
We’re compensated directly by the client for our services, based on a pre-determined fee structure. This fee can be structured in various ways:
Hourly rate: Paid based on the time spent working on the client's behalf.
Flat fee: Paid as a one-time fee for specific services or a comprehensive financial plan.
Percentage of Assets Under Management (AUM): Paid as a percentage of the total value of the client's portfolio.
We sometimes include insurance as part of our portfolio building and make commissions on these products. For this reason, we aren’t considered fee-only.
The National Association of Realtors is a global membership of Real Estate professionals that adheres to strict Code of Ethics to preserve, protect and advance the right to real property for all.
CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
WBENC Certification is the most widely recognized and respected national certification for women-owned businesses. It has been confirmed that our business is at least 51% owned, operated, and controlled by a woman or women, and has the appropriate structure and strategic business planning and implementation in place.
Beyond the Stock Market. Building a Diversified Portfolio.
While we welcome clients at all investment levels, our focus lies in crafting unique investment strategies that extend beyond the traditional stock market. We believe in creating income in your portfolio with alternative assets and real estate to create a more robust and resilient financial future.
What we offer:
Simple Investment Portfolios: Our goal is stress-free stock and bond investments that are easy to understand and implement. This often means saving on fees.
Insurance Planning: We often utilize insurance for multiple purposes in your portfolio, not just for the death benefit.
Real Estate: We can help you explore both residential and commercial properties, including short and long-term rentals.
Alternative Investments & Private Equity: We can guide you towards opportunities in private placements, Reg A offerings, self-storage, hotels, equipment leasing, multi-family housing, and more.
Debt: We can help you invest in mortgage notes and general real estate debt, offering potential for stable income generation.
Pension Plans: Whether you need a simple plan or more complex 401(k) for your business, we can help you choose which one is right for you.
Fee-Based Approach, Client-Centric Focus:
As a fee-based advisor and fiduciary, we are aligned with your best interests. We don't earn commissions, eliminating potential conflicts and ensuring our recommendations are solely focused on your financial goals.