As fee-only advisors, the emphasis is on a fiduciary responsibility
to our clients. Service, not sales, is what you receive.
We offer affordable solutions
for your planning needs. Action-oriented plans for both financial and investment goals are provided as applicable. Customized solutions that are consistent with our client's risk tolerance, needs, and goals are provided.
Timely completion of your Financial and Investment Action Plans is emphasized. Your plan includes action items for you to take.
Help on implementation of your plan is available.
are available to measure progress and adjust for any changes to your goals or circumstances so you may progress toward and maintain positive planning outcomes.
All plans are unique
but all of our fees are disclosed to everyone and everyone pays based on the same fee schedule.
Our Mission Statement
To assist our clients in meeting their financial goals and achieving peace of mind
by providing professional, timely, and efficient fee-only investment advisory and financial planning services.
To be one of the nation’s premier fee-only investment advisory and financial planning firms.
The NAPFA Code of Ethics and Fiduciary Oath
As a National Association of Personal Financial Advisors (NAPFA) member firm, we are held to NAPFA’s Code of Ethics
and the Fiduciary Oath
. View GreatLight's answers to NAPFA's "How to Choose A Financial Planner -- Tough Questions To Ask
" and "Comprehensive Financial Advisor Diagnostic