"There is no reason to risk what you have and need for what you don't have and don't need" -M Housel

• No product sales
• No asset minimums
• No Conflicts of Interest
• No Hidden Agendas

GUIDING PRINCIPLES

• Fiduciary Level Guidance and Advice
• Keen understanding of where every after tax dollar you earn is going
• Making sure every dollar you have is working for you
• Judgment free zone
• Emphasis on index investing
• Focus on minimizing investment expenses
• Passive Income planning via Dividend Growth Stocks
• Time in the market instead of timing the market
• Not having a plan is having a plan to fail
• Investing should not be a source of entertainment
• Rockefeller Family Style of Long Term Planning