Confidential Profile
Aligning your investment decisions with your personal values can be extremely rewarding; congratulations to you for taking the first step!

As a FEE-ONLY advisor, we do not recommend products or services that pay commissions or loads.  

Once you submit this brief form, you will be able to schedule an appointment.
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Which of the following is your primary motive for our consultation? *
Are you familiar with the advantages of working with a fee-only advisor?
Fee-only financial advisors have a fiduciary responsibility to choose investments that are in your best interest. They cannot receive compensation from a brokerage firm, a mutual fund company, an insurance company, or from any other source than you. This means they represent you and your interests when giving you advice.
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How much experience in investing do you have?
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