For CPAs and Other Professionals…

We are not salespeople. We do not earn commissions on any product or activity. In fact, if your clients invest via commissionable products like loaded mutual funds, annuities, and wrap accounts, we can demonstrate the harm and guide them away whether or not they become clients of ours.

We genuinely enjoy the education process, especially when it leads to the financial betterment of people we meet.

When you refer your client to us, you can be confident that your client’s best interest is our only concern. Your client would only become our client if our style is fitting and deemed of maximal benefit.

But we will meet with and help anyone. It’s our mission.

Let us know about your practice, and learn more about ours.