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Dream Big, Plan Well

ABOUT

What we do

We are independent, fee-only CERTIFIED FINANCIAL PLANNERS™ and tax advisers. We advise high income professionals and business owners on ways to grow and protect their wealth while incorporating tax minimization strategies on a comprehensive basis. We are fiduciaries for our clients. We’ll outline your financial options and explain how each will or won’t help you achieve your goals so you’ll make decisions with clarity and confidence. We work exceptionally hard to make sure you’re glad you decided to hire us.

What we don’t do

We don’t sell insurance. We don’t have a favorite mutual fund firm. We don’t connect you with people who will pay us a kickback or referral fee for an introduction. We don’t invest your money without a plan that you believe in and can follow. We don’t give generic advice based upon boilerplate and rule of thumb solutions. We don’t try to be everything to everyone. We never judge your past experiences or your future dreams. And we will never, ever suggest anything we wouldn’t recommend for our own parents or kids.