Our team consists of CFP® Professionals and Enrolled Agents, giving us the expertise and experience to satisfy all needs of our clients. The CFP® designation alone subjects us to the rigorous standards set by the CFP Board. Only 25% of all advisors in the industry can claim this distinction, according to www.cfp.net. Enrolled agents are licensed by the Federal government to prepare individual and business tax returns, and represent taxpayers before the IRS.
By law, we are fiduciary advisors. This means we have two main duties: a duty of loyalty and a duty of care for our clients. The duty of loyalty means we are obligated to act solely in your best interest. The duty of care means we are required to perform our duties with a high level of competence and thoroughness.
We truly provide a Personal CFO experience for our clients. If it is your goal to off-load all financial tasks and responsibilities, from investments, taxes, insurance, retirement planning, to even paying bills, we facilitate this all under one roof. Very few firms can claim this; we do because we do it day-in and day-out.