Why Choose Us
Transparency
When you hang up the phone or walk out of our office, we want you to feel confident in how your investments and plans are being handled. We seek to educate you on the “whats” and the “whys” behind what we do. Ensuring that you have a solid understanding of the reasoning behind the advice given is crucial to us.
Honesty
We are a fiduciary. Therefore, we are held to a higher standard where we will always put your interests first. Regardless of any benefits we may or may not receive, you can rest assured that we are ensuring any advice given is to benefit you, and you alone.
Sincerity
We believe in treating each of our clients with the same level of respect and care regardless of their net worth or needs. We care about you and your goals whether you are just getting started on your investment portfolio or have been saving for your entire life and are nearing retirement.
Email Glen | 319-260-2075 | 600 State St, Ste B Cedar Falls, IA 50613