Objective Advice: Investment, College, Retirement

 

 

 

 

David S. Erlandson, CFP®, Investment Adviser Representative
Patrick K. Steers, Investment Adviser Representative
Michelle M. Thoman, Office Manager

 

Revealing your hopes and fears regarding your livelihood is a process that requires trust. How do you find a financial adviser whom you can trust? Start by talking with a fee-only Certified Financial PlannerTM (CFP) who does not sell commission-based investments, annuities or insurance.

 

A personal note from Dave: We do not provide a cold, all-business service. We provide a lasting, rewarding partnership. I am passionate about helping my clients succeed with the financial plans that become an integral and fundamental part of their lives. I care about them on a professional level, and I care about their lives. I still enjoy my work, after all of these years, because each case is unique. Watching the rewards unfold for each family brings me happiness on a personal level.

 

Wealth management is not just for the wealthy. We provide full-service investment management services on a flat-fee or hourly basis. Our clients enjoy these services:

  • Experienced, proven adviser who has only your best interests in mind
  • Enduring, consultative client relationships that span generations (since 1994)
  • Objective (non-commissioned), balanced advice that is within your personal risk tolerance
  • Efficient web-based, step-by-step education, planning and analysis process
  • Diversified portfolio management: Stocks, bonds, real estate and cash using no-load mutual funds and low-cost ETFs
  • Service-oriented, proactive coordination and monitoring of your investments and goals 

 

Get started: complimentary in-depth consultation, online planning lab

Are you ready to Get Started by exploring financial planning? You can experiment with an online financial planning lab, or simply take advantage of our complimentary, in-person consultation.

The meeting is a wonderful opportunity for you to ask questions in a relaxed setting. If we're a good fit, we can work together to create a plan. We are low-key: we never pressure you or sell to you.

We also invite you to call or email us regarding our services and any of your financial questions, any time.