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ABOUT US
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James C. Faw
CPA, CFP®, CVA
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Wade E. Sanders
CFP®
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Our Investment Philosophy:
- Diversify assets to manage risk
- Balance portfolios annually
- Use professional money managers
- No one can predict the market
- Achieve steady growth over time; avoid large losses
- Follow a plan that achieves financial goals with the least possible risk
- Manage for tax efficiency
- Provide full disclosure of all fees
- "Fee Based" solutions; no commissions
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.
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