Why Us

Why Us

    

Introduction - Shikha Mittra

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Fee Only Advisor - Shikha Mittra

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Investment Philosophy - Shikha Mittra

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Rolling Over a 401K - Shikha Mittra

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We help our clients achieve their long term financial goals through a prudent process. You can have the confidence that we can help you meet your goals.

  • We have over twenty years of industry experience and education needed to serve your complex needs.

  • We believe in complete transparency of fees.

  • Our advice is objective and not product driven.

  • We believe the best way to serve our clients is to sharpen our knowledge.

  • We use an open architecture platform 

  • We invest in funds at Net Asset Value (NAV),( since we do not charge commissions), a huge savings and discount to clients! 

  • As our client, you can expect individual attention and interaction on a personal level.

  • We strongly believe in working with quality than quantity, so we can devote quality time to each client.

Client Examples*:

  • Tim and Sarah were in their mid-50s and were concerned about their depleting retirement portfolios and not sure if the “advice “they were receiving was in their best interest. After we did a detailed and objective evaluation of their portfolio, we found that strategy recommended was not in their best interest. Luckily a risk adjusted portfolio was created before it was too late.

  • James and Kate were in their early sixties and getting ready to retire after working for forty years for the same organization and were not sure which retirement option they should choose. Their goal was to select an option that would provide the maximum benefit, without jeopardizing the survivor benefit, if something should happen to either of them. After an in-depth financial analysis and evaluating alternative scenarios, we recommended the one that was optimum for them and in their best interest. 

*All names are modified to protect client privacy.

Our Accreditations

AIF  www.cfp     CMFC

     

CRPS     NAPFA 

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