A Fee-Only Registered Investment Advisor & Fiduciary, who looks for the least expensive ways to invest and who earns no commissions. We help our clients with no-load mutual funds, low cost Exchange Traded Funds, no-load annuities, equities, bonds, international and commodity ETF's through an independent custodian - Fidelity Investments. Would you like to take the conflict of interest of high commissions out of your Investment Advisory relationship? We coordinate between your CPA and Estate Tax Lawyer and we asset allocate and re balance portfolios on your behalf. We have been helping clients, faithfully, since 1982.