As a registered investment advisor and a financial planning company we provide specific investment and financial planning advice including non-discretionary and discretionary investment management, other investment advice, and advice in other areas of financial planning including specific tax advice.

As a Fee-only company, we do not sell any investment or insurance products and do not receive payments from any investment or insurance companies for our activities.

Financial Advisors do not provide specific legal advice and this information should not be considered as such. You should always consult your legal advisor regarding your own specific legal situation.