Heidi Davies

We believe that all financial advisors may have been created equal, but they’re not all the same when it comes to how they’ve equipped themselves and how they guide clients toward their goals. Naturally, any two advisors may look the same from a distance, but it’s their philosophy toward clients that dictates your future. You owe it to yourself to ensure that your philosophy lines up with that of your advisory team’s. We believe in providing unbiased and objective advice based solely on your situation, not on sales of proprietary products or corporate constraints. That’s why we stand by our own declaration of independence and sit on the same side of the table as the families we serve. We always look after your best interest, guided by an honest assessment of your needs and goals. Your agenda is our highest priority. As your fiduciary, we are straightforward in our advice, transparent in our fees, and responsive in our service. We engage in the relentless pursuit of putting you first in everything we do. Our goal is to educate and empower you to make better decisions with your hard-earned dollars. Financial salespeople and big institutions are generally setup with one objective in mind: profit. While we’re very much in business to earn a fair profit, we believe that an educated client is better able to make sound financial decisions. When decisions are made based on facts and logic, retirees have the potential to experience a more successful retirement. Before you embark on a lengthy retirement, wouldn’t you like to understand the myths and misconceptions that can wreak havoc on an unprepared retiree?