Over the past year, there has been increasing buzz in the financial industry surrounding new regulation from the Department of Labor (DOL). The “Conflict of Interest Rule” proposed by the DOL seeks to apply a “fiduciary standard” to any financial advisor who makes recommendations about clients’ retirement accounts.
Our only mission is to help you “Live Life Intentionally”, by achieving your financial and life goals in order for you to live your Ideal Life, the life you were meant to live.
We understand that every person has a unique vision of their Ideal Life. We want to partner with you to become your Personal Financial Officer, helping to identify what you most value in life and defining the role money will play in your vision.