You desire to work with an organization that is compensated solely by their clients, does not receive referral fees or commissions for services rendered.

  You are not looking for someone to sell you a product.

  You want to know that the fee you are paying is fair and in-line with the services you are receiving.

  You value transparency, objective, and unbiased advice.

  You want to work with an organization that has regulatory oversight.

  You want to be heard. It is important to you that you can talk candidly and honestly, with someone on the other side of the table who is listening.

  You are looking to organize and simplify your financial life by having all your financial assets under the watchful eye of one advisory group.

  You would like to develop a relationship that is long-term and holistic for you and your family.

  You would like to include your outside professional advisors into your financial conversation so there is a well-coordinated team approach.

  You want to delegate financial matters to give you the opportunity to focus your time and energy on the things that are most important to you.

  You are looking for advisors that put your interest first, above their own and works with your total financial picture to support how you want to tell your life story.

  You are looking for more than the “Suitability Standard” which means the product you are sold is “suitable for your net worth and risk tolerance.

  You want to work with people who are passionate about what they do, have obtained the credentials and knowledge to guide you in making financial decisions.

  You are looking for experienced, compassionate, knowledgeable advisors that can adjust with you... to be there when you need them.