Fee-Only
We don’t receive commissions, revenue sharing, 12(b)-1 fees, or other incentives from the companies they recommend or use. Our compensation is based on an hourly rate or a percent of assets managed. Our economic incentives are aligned with the interests of our clients.
Independence
We are not affiliated with or controlled by any mutual fund or insurance companies. The independence frees us to utilize the most suitable products and strategies for our clients.
Registered Investment Advisors
As Fee-Only, Independent, Registered Investment Advisors, we are held to a Fiduciary Standard. By law, a Fiduciary will act solely in the best interest of the client. We must fully disclose any conflict, or potential conflict, to the client prior to and throughout a business engagement.
1525 McCarthy Blvd, Suite 1083
(408) 520-9558 
(408) 432-7480
