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We’re a fee-only financial planning firm that always puts your best interest first. Our advice is unbiased, straightforward, and tailored to what matters most to you.

Because we’re fee-only, we don’t earn commissions or get paid to push products. The only compensation we receive comes directly from you—so our focus stays exactly where it should be: on helping you make smart decisions with your money.

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Financial Planning

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The Social Security Fairness Act
The Social Security Fairness Act

On January 5th, 2025 President Biden signed the Social Security Fairness Act into law.  This Act ends the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO).  These provisions impacted approximately 3.2 million Americans who received a pension not covered by Social Security.  The WEP adjusted Social Security benefits lower for individuals that worked in…

Understanding the Term “Fee-Only” in Financial Advising
Understanding the Term “Fee-Only” in Financial Advising

The term “fee-only” is becoming increasingly prominent in financial advising, but its precise meaning and implications can be confusing. Here’s a closer look at what “fee-only” means, the standards set by the CFP Board, and how this designation impacts the way financial advisors are compensated and how they disclose potential conflicts of interest. What Does…

Navigating Financial Planning: The Importance of a Fiduciary Financial Advisor
Navigating Financial Planning: The Importance of a Fiduciary Financial Advisor

Financial planning can be complex. From crafting an investment strategy and developing an estate plan to managing risks and handling everyday personal finance matters, the expertise of a good financial advisor can be invaluable. But how do you ensure your financial advisor is truly looking out for your best interests? The key is to determine…