INDEPENDENT | FEE-ONLY | FIDUCIARY
How We Help
Working With Us
What is Fee Only?
Corpus Christi, TX
Sun Valley (someday)
Anywhere you are
How can we help you today?
Can I just talk to a real person?
Read more about what service might be best for you.
Learn about our clients.
I don't even know what questions to ask?
Which of these sounds most like you?
I’m just getting started.
I’m mid-career and holding steady.
I’m changing careers or facing a big transition.
I’m nearing retirement.
I’m already retired.
Please tell us about your financial goals
I need help developing my goals.
I have competing goals.
I’m clear on my goals, but need help getting there.
I already met my goals.
Do you have investment preferences?
I just want simple, easy investment that help me reach my goals.
I’m very interested in stocks. I spend a lot of time thinking about investments.
I’m somewhat interested in real estate.
I’m very interested in real estate.
Other/I don't know
Are you experiencing any of these?
I’ve recently received a windfall.
I’m facing a divorce.
I’d like budget help.
I have questions about employer stock options or RSUs.
I want to optimize my tax situation.
I currently need income from my investments.
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