The firm offers low cost flat fee investment advice. The service provides a personalized report of recommendations about investments to purchase and then it is up to the client to execute the transactions themselves. This service has no ongoing management. That way the Client retains complete control over his or her investments. Clients should request every few months a check-up (for an additional flat fee) in addition to the initial investment advice engagement.
The firm is a fee only NAPFA registered fiduciary financial planner and investment advisor.