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Our Story |
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About Picket Fence Financial, LLCWe named the company Picket Fence Financial because we want you to have the same feelings associated with a home surrounded by a picket fence: comforting, secure, relaxing. Our mission is to provide this peace of mind to you, at least in your financial life. We chose to be fee-only because we believe it is the most ethical form of compensation. We believe the American public has been poorly served by Wall Street due to its sales focused tactics. We want to do what is right for you, not focus on sales quotas. At Picket Fence Financial, we are more than just investments. While investments are important, our goal is to take the burden of planning your financial life off your shoulders. We serve as your financial architect. You tell us what you want your financial life to look like, and we work with your accountant, lawyer, insurance representative, and others to build your financial house. And we follow-up over the years ensuring your financial life is progressing as planned. If you would like to learn more about Picket Fence Financial, we invite you to meet with us for a complimentary, initial meeting.
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