It’s summer. But don’t let your money take a vacation. During summer the last thing you want to ... Read More
True Fee-Only Financial Planning & Investing
"If you’re looking for a trusted advisor who upholds a fiduciary standard, putting your needs first and provides objective advice not tied to the sale of an investment or insurance product, then you’ve come to the right place."
Steve Stanganelli, CFP®, CRPC®, AEP®, NAPFA Registered Financial Advisor
Who We Are Who We Serve Why We're Different
Steve Stanganelli, CFP®, CRPC®, AEP®, NAPFA Registered Financial Advisor
Who We Are Who We Serve Why We're Different
We Provide…
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Comprehensive or Limited-Scope
We can prepare a plan that addresses all areas of your finances or just answers the key questions on your mind. We offer help with basic cash-flow or credit issues to more involved estate and tax problems.
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On-Going Support
We offer answers and help in implementing your personal plan. And we’re available to keep you on-track with periodic reviews to update your plan whether or not we directly manage your investments.
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Low-Cost, Index-Based Investing
We build and manage globally diversified portfolios that are personalized to your needs and Risk Number based on index funds at a total cost that is far below the average mutual fund expense ratio.
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Flexible Options
We offer a range of planning options. And we don’t require that you move your money to have us manage it. You can choose from an hourly rate, fixed-fee or asset-based rate. We offer installment billing and accept credit cards.
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Rated Advisor Team
Our team consists of a network of insurance, tax and financial planning professionals including highly-rated advisors who have earned CFP®, CRPC® and AEP® professional designations.
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Fee-Only & Fiduciary
We don’t sell any financial or insurance products. We are only paid by our clients. We are not affiliated with or selling anything on behalf of anyone. We only work for you and always put your interest first.
Financial Planning Services for Individuals
Financial Planning Services for Businesses
Member Of…
Human Finance Project
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