We are a Fee based, Fiduciary Standard Financial Planning and Wealth Management firm, with expertise in working with the military community. We do not sell any products (such as life insurance or mutual funds) for commission revenue. We are only allowed to apply a simple and straightforward fee to the management and guidance we provide to our clients. And that guidance and management, must meet the CLIENT’s BEST INTEREST standard, also known as the “FIDUCIARY STANDARD”. To determine a client’s best interest, we must review client’s investment objectives, current fee structure, risk tolerance, time horizon and tax sensitivity.
We also bring value to the military community by providing straightforward and transparent financial education to ensure sound financial health. From topics to include but not limited to Financial Independence, Managing your TSP, Surviving Spouse assistance, Special Needs Trust, etc.
