Why are we fee only?  We are fee only because that's what is best for you.  With fee only planning, there is never a conflict of interest. 

How do we manage your investments?

• First we use special software and experience to help you decide what investments and percentages are best for you.
• Then we then use no commission, index style funds.  We are an approved Dimensional Funds advisor, which means you have access to one of the best fund families available (normal 2mm minimum)
• Lastly, periodically we "rebalance" your investment allocation.  This allows us to "sell high" and "buy low" and provides you with a better long term return.