What We Do
A Broad Perspective
Brian and Tammy, each having over 25 years' experience in the financial industry, are able to advise clients on a number of issues:
- Funding a comfortable, sustainable retirement
- Investment vehicles appropriate for a client's risk tolerance and timeline
- Tax management
- Socially responsible investing
- College funding
- Retirement plans for clients and their employees
- Long-term health care for clients or their parents
- Major purchases such as homes
- Dave Ramsey's Seven Baby Steps to Financial Peace
Initial consultations are free of charge, and our practice is predominantly fee-based. In other words, we sit on the same side of the table as our clients. Our growth and success are directly tied to how well our clients are doing and how much they appreciate our services. Even when the market is fickle, our service remains reliable.
We know that taking care of clients' expectations and concerns is as much a part of our job as managing their investments. In response to the 2008-2009 disruption in the market and all the resulting uncertainty,we further increased client communication to help our clients remain focused on what matters.