As a Fee-Based financial planning firm, we proudly act as a Fiduciary for our clients. This means we have a legal obligation to put our client interests before our own in all recommendations we make. Each client receives a custom financial and investment management plan geared towards their unique financial goals and objectives. We build these plans around life events such as retirement, wealth transfer, business succession planning, and asset protection. We focus on retirement income planning, investment management, and risk management. By using a holistic approach we are able to help her clients reach their goals. What is a holistic adviser? An adviser who looks at the entire financial picture.