What Makes Us Distinct From Other Financial Advisors

  • Immediate responses 24/7 to calls, text messages and e-mail inquiries and concerns.
  • Personalized communications and plans that account for client's situation and expectation.
  • Independent:  Neither compelled nor obligated to promote or sell any product/service.
  • Spotless compliance record.
  • Tax preparation with preemptive suggestions to reduce liabilities.
  • Specialization in Social Security claiming strategies and coordination of benefits with other assets to sustain retirement spending in a tax-efficient manner.
  • Embraces fiduciary responsibility.
  • Retainer-Fee arrangement when circumstances dictate.
  • ​Access to EMoney Financial Software.