William Starnes, BS, CFP, ChFC, MTX
We think every client deserves an unbiased advisor who helps clients reach their goals, has high standards, and who takes a straightforward, common-sense collaborative approach, putting the client in control of a hassle-free process....all with openness and transparency.
We provide both financial planning and investment management services for clients looking for either a one-time project or an on-going partnership with a small independent firm that maintains a personal open-door relationship with our clients.
The main result is the reduction of stress and time associated with financial decisions, with the benefit of adding value - beyond our fee. For example, we help our clients: Understand their current level of financial security Invest prudently and appropriately Navigate the transition into retirement