VALUES
|
FEE ONLY >
|
Our compensation comes from one source: our clients. We don’t accept commissions, sell mutual funds or insurance, and we don’t pay for referrals. We believe being fee-only is important because it eliminates potential conflicts of interest.
|
|
FIDUCIARY >
|
We have an ongoing fiduciary relationship with our clients. This means we commit to always act in the best interest of our clients.
|
|
SERVICE >
|
Our process begins and ends with you. With an in-depth understanding of your goals and objectives, we aim to simplify your finances so you can enjoy life on your terms.
|
|
INDEPENDENT & OBJECTIVE ADVICE >
|
Being an independent firm, unconstrained from the pressure to sell investment products, our highest priority is a commitment to providing objective, unbiased advice to help our clients meet their financial goals.
|
|
CREDENTIALS >
|
We continue to develop our talents by obtaining and maintaining the highest professional standards in our field. When you choose DCA you work with a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst®.
|
