WHERE YOU STAND®
The 5 Fundamentals of
Selecting the Right Advisor
Selecting the right financial advisor can be a defining step toward achieving your financial goals. A quality financial advisor may help you define your values, marry your values with your goals, and develop a plan to reach those goals while making a meaningful impact on your life and the world around you. This resource is designed to help you find an advisor that’s right for you.
Who We Serve
Financial Planning for Individuals and Families
We are a fee-only firm unwavering in our promise to deliver a long-term financial strategy that will help guide your personal wealth decisions and answer your financial questions. We want you to know where you stand and have a plan to get where you want to be.
Group Retirement Plans Employer-Sponsored Retirement Plan
We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive. We want your participants to know where they stand and have a plan to save for a dignified retirement.
10 Reasons You’ll
Love Working With Us
We Plan
We require the plans we develop with you to do more than “get the job done.” They are designed to motivate you to reach your goals by making sure you can see yourself in every piece of the plan.
We Invest
Some firms outsource their investment management. That doesn’t work for us. We are hands on with the management of your investments, and each decision made is backed by our rigorous research, education and experience.
We Implement
Having a plan is just the first step toward reaching your goals. We are with you each step of the way, helping you implement your plan and adapt it to reflect changes that occur in your life.
We Educate
The opportunity to make smart financial choices happens in your life every day. We are happy to share our knowledge so you recognize these situations and make great decisions.
We Empower
When you work with us, you have an entire team supporting your needs. You can count on us to be there for you. We have a business continuity plan in place so we can serve the lifetime and generational needs of your family.
We Focus
From your big picture goals to your day to day challenges, we focus on getting a true vision of your life. We take that understanding of your life and turn it into a plan that really works for you.
We Disclose
We put your interests first, and we put this fiduciary approach in writing. Our transparency is intentional so you are never left questioning any piece of our fee-only business model.
We Respond
You have easy access to our team when you need us, how you need us, for the big things and the not-so-big things. Our communication and response standards are high and meeting your needs is a top priority.
We Serve
Our reputation is consistently recognized at the local and national level. We strive to exceed best practices and deliver top-notch service to every client.
We Stand Where You Stand
Our clients are successful, well-educated individuals with many demands on their time. We meet you where you stand in life, understanding what’s important to you now and planning for where you want to be in the future.
We Stand Where You Stand
Our clients are successful, well-educated individuals with many demands on their time. We meet you where you stand in life, understanding what’s important to you now and planning for where you want to be in the future.
We Plan
We require the plans we develop with you to do more than “get the job done.” They are designed to motivate you to reach your goals by making sure you can see yourself in every piece of the plan.
We Invest
Some firms outsource their investment management. That doesn’t work for us. We are hands on with the management of your investments, and each decision made is backed by our rigorous research, education and experience.
We Implement
Having a plan is just the first step toward reaching your goals. We are with you each step of the way, helping you implement your plan and adapt it to reflect changes that occur in your life.
We Educate
The opportunity to make smart financial choices happens in your life every day. We are happy to share our knowledge so you recognize these situations and make great decisions.
We Empower
When you work with us, you have an entire team supporting your needs. You can count on us to be there for you. We have a business continuity plan in place so we can serve the lifetime and generational needs of your family.
We Focus
From your big picture goals to your day to day challenges, we focus on getting a true vision of your life. We take that understanding of your life and turn it into a plan that really works for you.
We Disclose
We put your interests first, and we put this fiduciary approach in writing. Our transparency is intentional so you are never left questioning any piece of our fee-only business model.
We Respond
You have easy access to our team when you need us, how you need us, for the big things and the not-so-big things. Our communication and response standards are high and meeting your needs is a top priority.
We Serve
Our reputation is consistently recognized at the local and national level. We strive to exceed best practices and deliver top-notch service to every client.
We Stand Where You Stand
Our clients are successful, well-educated individuals with many demands on their time. We meet you where you stand in life, understanding what’s important to you now and planning for where you want to be in the future.
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