- Education planning
- Retirement Planning
- Banking and cash management
- Income strategy
- Workplace benefits
- Social security strategy
- Medicare and health insurance
Serving as Your Independent Fiduciary Advisor
Why choose our fiduciary approach over a broker? It’s simple, our motivations are purely in your best interest. Our fee-only approach means we do not receive commissions in any form for the advice we give. Our only goal is meeting your goals.
A fiduciary financial advisor is one who always and only acts in the best interests of their clients. Fiduciaries are bound by the Fiduciary Standard, which requires advisors to always put the best interests of clients first.
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POWERED BY PEOPLE
Meet Matt Cosgriff, Wealth Management Solution Leader
Matt leads the wealth management solution team which helps both private clients and businesses to develop financial plans to help individuals accomplish their goals. As the wealth management solution leader, Matt works to ensure the proper mix of products and services are available to deliver on the firm’s mission to create wow client experiences across all markets in the firm.
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Tax, Audit & Accounting
We’re committed to helping you not only stay in compliance with the law, but also take maximum advantage of every opportunity that comes your way. Our tax, audit and accounting solutions are customized to meet your needs today, and then adjust as you grow.