We are a unique company with small town roots and a proven history of success across several states. Our firm was built on a foundation of ethics that guides every decision we make. This straightforward, open approach provides peace of mind. Clients, big and small, can rest assured their investments are being looked after. Our ethics and independence drive everything we do and we believe these principles are unique in the financial planning industry.
In the world of hidden fees, deceptive advertising, and complicated cost structures, we believe that it is more important than ever to utilize an ethical, straightforward approach. From the moment a client walks through our door, we are honest with them about pricing, fees, and how we can help. We never want to trick our clients into working with us and make the effort to educate them.
We invest our money the same way we recommend to our clients. This may seem like a simple principle, but it speaks to the level of care we have for each and every one of our clients.
One of the most rewarding things about being an independent financial advisor is that we aren’t tied to any proprietary products or institutions. We are able to make recommendations that are in the best interest of our clients. We create custom plans and find the best investments for every client’s individual situation.
As financial professionals with Cetera Financial Group, we have access to institutional support without having to rely on high-commission, high-fee, or illiquid products. Our first priority is always looking after you and your investments.