* We do not sell investment products nor do we hold securrities or monies.
* We never accept remuneration that could create a conflict of interest.
* For a reasonable fee we will help you achieve your financial goals.
* Fees are based on time, complexity of the task, and the value we add.
* We take the time to listen to you to understand your goals and concerns.
* We insure that clients understand how to implement any recommended changes