No minimums.   I have clients at all income and savings levels.

 

Fee only.   Let me show you how much you’re paying your “full service” broker and your insurance agent.

 

Affordable.  I  can charge my clients less because my office is in my house.

 

CFP standards.   I’ve passed the CFP board exam and follow the CFP board recommended practice standards.

 

Support for all your money decisions.   Investments.  Insurance.  College.  Healthcare.  Retirement.

 

Tax awareness.  As an advisor, every decision I make considers the implication on taxes.  I am an experienced tax preparer.

 

Secure.  I don’t take custody of client funds.  Clients keep funds in their own accounts or move to ScotTrade if they desire a higher level of monitoring or control from me.

The Union Hill difference