We uphold a fiduciary standard in our work with clients. This means that what we do and recommend for our clients must be in their best interest. It may surprise you to know that many financial professionals try to avoid being legally held to this standard of service. We are strictly Fee-Only and our only source of compensation comes directly from our clients.
This means that we do not receive commissions, or any other forms of additional compensation, that may impact our objectivity or recommendations to our clients. To meet certain client objectives it may be necessary to work with other professionals such as accountants, attorneys, mortgage brokers, insurance agents, etc.
This means that we do not receive commissions, or any other forms of additional compensation, that may impact our objectivity or recommendations to our clients. To meet certain client objectives it may be necessary to work with other professionals such as accountants, attorneys, mortgage brokers, insurance agents, etc.
Services
Susan began working with Harold Holcombe in 1998. She received her financial planner certification in 2000, and became a partner in 2002. In 2008, when Harold Holcombe decided to retire, Susan became the sole owner, carrying on the company philosophy of superior, individualized customer service.
Susan enjoys the challenge of coordinating all the different aspects of her clients' financial lives into a cohesive plan so they can achieve their goals in an efficient and cost effective manner.She finds the personal connections she makes while helping her clients reach their goals as the most rewarding aspects of her work.
Susan enjoys the challenge of coordinating all the different aspects of her clients' financial lives into a cohesive plan so they can achieve their goals in an efficient and cost effective manner.She finds the personal connections she makes while helping her clients reach their goals as the most rewarding aspects of her work.
Nicole brings a wealth of client service and business management expertise. Prior to coming on-board, Nicole developed and ran a successful preschool program at a local church for eight years. During her time as director of the preschool, Nicole found herself enjoying the financial planning and budgeting aspect of her job.
We are truly independent. Our firm is not beholden to the dictates and interests of an affiliated firm or parent company. This organizational structure helps keep our opinions objective and aligned with the best interests or our clients.
We then have the freedom to recommend only what we believe are the best investments, professionals and partners to our clients - and the unconstrained flexibility to change those recommendations when better options become available.
We then have the freedom to recommend only what we believe are the best investments, professionals and partners to our clients - and the unconstrained flexibility to change those recommendations when better options become available.
Having a proper estate plan that maximizes and distributes your wealth to the individuals, organizations and causes you care most about is vitally important for many successful people. Let our caring and knowledgeable advisors ensure your optimal estate plan becomes a reality for you and your family.
Having investments you understand, appreciate, and have confidence in is essential for you to be able to maintain your investments through good times and bad. This level of understanding is critical for you to achieve your desired returns and enjoy a lasting peace of mind. We work hard to ensure our clients achieve this ongoing state of confidence and understanding with respect to their investments and our professional advice.
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