100% Fee-Only. - No commissions - ever!
No Proprietory Products. - No Employer Products to Push
Independent Custodian. - Wells Fargo Clearing Services
Education & Training. - BS, MS, MBA, JD, PhD, CFP®
Maturity. - Experience
Independent Advice - No Broker Agenda
Well Respected Organizations. - Garrett Planning Network and NAPFA
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A Good Advisor can make Investing
a Walk in the Park