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TIPS is the cornerstone of our firm.  TIPS is our commitment to:  Transparency, Integrity, Professionalism, and Service.  We are very proud to say that our practice works under the Fiduciary Standard which requires us to legally and ethically put our customer’s best interest first.  We are primarily fee based advisors offering investment products and advice in a conflict-free environment.  As independent advisors, we are not required to fulfill a sales quota nor recommend an investment that’s promoted by a Home Office. We don’t believe that our clients should have a minimum amount of money to invest, but we do require that our clients have a commitment to our process.  Our service goal is to make you feel special and not another “account number”.


Financial Planning is a journey. We invite you to begin your journey to financial freedom with us!