Our first priority is helping you take care of yourself and your family. Being independent aligns our priorities to put you first. We work for you rather than represent a brokerage firm or an insurance company.
As fee-only advisors, we are paid by you, period. There are no commissions, revenue sharing, or third-party money changing hands. When looking for an advisor, you will find three different business models, and we are fee-only.
As a fiduciary, we are legally obligated to act in the best interest of our clients. Most firms and advisors are held to a lower standard or they can be fiduciaries some of the time. We are fiduciaries all the time.