Do you believe what we believe?

Do you believe what we believe?

Over the years, we have found that working with people whose ideals match our own leads to a greater degree of success for both parties. We believe in: Emphasizing people over profits. Building authentic relationships. Working together as a team for our clients....
The fee-only & fiduciary difference

The fee-only & fiduciary difference

Financial advisors largely fall into one of two categories: those who sell products and those who do not.  In industry parlance, advisors who do not sell products are fee-only and those who do sell products are fee-based.  While their names are similar, their business...
Ka-Boom

Ka-Boom

My Dad is a pilot, and a good one at that.  He started the learning process back in the late 80s, motivated to find a quicker way to get to our summer cabin in Northern Minnesota (in an effort to avoid the 4 hours of commercial connections from Lincoln – Minneapolis –...
Charitable contributions deadline looms

Charitable contributions deadline looms

As we approach the end of 2018, those of you who have a Fidelity donor-advised fund (DAF) need to be aware of several tax-related deadlines.  However, before we jump into these deadlines, let’s define two terms tied to DAFs that can be confusing: contributions and...

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.