Our belief is that clients do not want a series of financial products. What they really want to know is that everything is going to be alright and they can afford to live the life they want to without ever running out of money. We also believe that our clients should know the truth about their money and what it will or will not allow them to do. That is why we provide a financial planning service to all of our clients. This means that our clients will experience true, holistic financial planning where they follow our advice to make smart choices about their money that are in alignment with their goals and values. We provide advice on all aspects of our client’s personal financial situation and take responsibility for the work that is involved in implementing and monitoring that advice in a proactive and timely manner. We will align your financial choices with your most important goals and values, get your entire financial house in perfect order and keep it that way and ensure that no matter what happens in the markets, the economy, or the world, you will have the highest probability of achieving your goals.