Having been in business for several decades, we’ve seen the profession go through a lot of changes, most of them very positive. Until the last decade, the focus was really on “solutions” which were ultimately products sold in response to a client needs. This approach had been very successful and over the last several years for other advisors. What sets us apart is that we have always operated as fiduciary and put clients needs before solutions. We have been able to add depth by adding our financial planning process, to help promote our clients long-term well being.