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Unlike many other investment managers, we aren't compensated for choosing certain funds for your portfolio, and we don't have funds of our own. We only do what we believe is right for you.

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  • Am I prioritizing each of my investment options appropriately, given what I’m trying to accomplish?
  • Am I saving enough for retirement?
  • Am I taking advantage of all of the tax features available to me?
  • How can I incorporate my spouse or partner into my financial plan?
  • Should I invest or pay off debt?
  • Is my 401(k) allocated properly? What should my allocation be?
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