Why Fee Only?


We are a Fee Only advisory firm, which means that we have a fiduciary duty to act in the best interest of our clients. It also means that our fees come from our clients only and not from the commissions from sale of any financial products unlike brokers or fee based advisors. In addition we do not accept any referral fees from other professionals or entities such as CPAs, attorneys, insurance agents or mutual fund companies. This enables us to serve you, our clients with the best options suited to meet your needs and goals without conflict of interest.

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