About us
Independent, and paid only by you.
We can recommend any product from any provider, and we are paid by nobody but our clients. That is the whole of what independent means, and it is why we can tell you when the best advice is to do nothing.
Two advisers and a paraplanner. Every client has one adviser who knows the whole picture, and a phone number that reaches them.
A year with us
What ongoing advice actually includes.
Every quarterA one-page statement: what you have, what it did, what it cost.
Every yearA review meeting, at home if that is easier, and the plan redone if life has changed.
When rules changeA short letter saying whether it affects you, and what to do if it does.
First meeting
Bring the statements. The first hour is ours.
At your kitchen table or ours. You leave with a plain view of where you stand and what advice would cost, in writing.