FIRST... find someone you can TRUST!

We are a FinancialTeam of accredited experts with decades of experience

helping clients achieve their financial objectives and protecting them from

sales deceptions, unnecessary expenses and Wall Street conflicts of interest.

There's simply no reason to pay more or settle for less.

True Objectivity
True Objectivity

As true Fee Only advisors, our judgment is never clouded by marketing incentives, and we remain focused on taking care of our clients - not chasing new sales.

True Expertise
True Expertise

Our FinancialTeam advisors have expert accreditations and decades of practical experience in their respective fields of expertise.

True Independence
True Independence

As a completely independent firm, our loyalties are never divided between our client's best interest and a Wall Street employer's profit agenda.

True Value
True Value

We are paid to deliver consistent results and competent service; plus, our fees are often offset by reducing taxes and unnecessary investment expenses. 

True Customization
True Customization

Every client's financial plan is custom-tailored to their objectives, not just a "rule of thumb", and implemented with a sound investment process, not just "allocated" among cookie-cutter models.

True Transparency
True Transparency

It's your money. You have the right to insist on absolute clarity about all fees and expenses without worrying about hidden conflicts of interest.

See How We Would Approach
Your Financial Goals
 
Why Hire Us?

See what you can expect from our expert Private Wealth Management services.

 
How Risky Is Your Portfolio?

A Nobel Prize-winning risk analysis helps engineer an investment portfolio to achieve your goals with a 95% probability range.

 
Cutting Edge Technology

See our amazing tools for organizing your finances, collaborating with your advisors and monitoring your results.

Comprehensive<p>Private Wealth<P>Management
Comprehensive

Private Wealth

Management

Learn More
Investment<P>Management<P>Services
Investment

Management

Services

Learn More
Advanced<p>Trust & Estate<p>Planning
Advanced

Trust & Estate

Planning

Learn More
Stay connected with your

Personal Financial Website

Constantly updated values of everything you own and interactive tools to monitor cash flows and analyze progress - plus a secured, private document vault for everything you (and your heirs) may need to access instantly, from anywhere - 24/7.
 
emoney tech

 

blog
6/10/2021
Elimination Of Stepped-Up Basis Looks Unlikely, Schwab Lobbyist Says

President Biden’s proposal to eliminate the step-up in basis for calculating inheritance taxes is getting the cold shoulder from both Democrats and Republicans, Schwab’s top Washington D.C. lobbyist told advisors today....... Read More

blog
5/21/2021
How to choose a financial advisor: 6 tips for finding the right one

“Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the proper due diligence in choosing an advisor should provide long-term benefits and peace of mind for all parties.” Read More

blog
5/4/2021
Some couples may face a ‘marriage penalty’ under Biden’s tax plan

*President Joe Biden is proposing higher taxes on the top 1% to help pay for the $1.8 trillion American Families Plan. *But the “marriage penalty” may hit couples earning more than $500,000. *Financial experts say tax planning strategies may lessen the sting. Read More

logologologologo