Transparency
We work with integrity and trust for you, not for Wall Street. Your success is our success and we work with complete transparency at every step.
Personalized Guidance
Our financial planners are legally obligated to always act in your best interest. While not all financial professionals are fiduciaries, we take pride in being able to offer holistic and client-centric solutions for your unique situation.
Proactive Service
Putting a plan into action is only the first part of our services. We regularly monitor and recommend changes based on your specific situation.
Helping Educators for Over 30 Years
Our team of experienced advisors have been helping educators for over 30 years. Our firm is dedicated to helping provide a high quality of life for public employees. We take a fully individualized approach to making sure you have the right plan for your personal financial situation.
Independent Ownership
We are independently owned and operated, opposed to other firms being owned by large insurance companies or brokerage houses. Corporate representatives may be obligated to sell their parent company's products, which may not be in the best interest of their clients. We exercise our Fiduciary duty to act in your best interest and custom tailor a plan built around you.
From Start to Finish
The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs before, during, and after retirement.