There are four main factors that distinguish us from other financial advisors: 1. We do comprehensive financial planning. We don’t just manage your investments and that’s it. We handle cash flow analysis, retirement planning/projections, investment management, insurance, taxes, estate planning, etc. 2. We are a fiduciary 100% of the time. There is never a conflict of interest and we put our client’s interest above all others. 3. We invest in industry-leading technology to ensure our clients have an extremely efficient financial life. 4. We only take on a certain amount of clients each year to ensure every client gets the time and service they deserve.