What I enjoy most about my career is when a client is comfortable enough with their investment strategy that they can pursue their passions in life and focus on what is most important to them. We are independent registered investment advisors and fiduciaries for our clients' advisory accounts, meaning we are legally bound to act solely in our clients' best interests. This has become an important distinction in the financial advisory industry. Our team practices an asset allocation discipline with consistent rebalancing to provide income for clients. We begin each relationship with a comprehensive financial plan that is updated at least annually, and we communicate consistently through up