Hi, I'm Jeff Tolsma
Stewardship | Trust | Independence
Who is the steward over your financial life? Why is it important to have one that is a fiduciary and not a broker? This is an important question I'd like to answer.
MY COMMITMENT TO YOU
NO PRODUCT SALES
I believe all clients should choose a fiduciary from whom to get advice and guidance.
I believe trust is essential in an advisor relationship.
I believe in full transparency and avoid conflicts of interest.
I believe in keeping things simple.
I believe everyone needs affordable investment advice and a financial plan.
I believe the best advice is offered by a fee-only relationship and not by focusing on product sales.
I believe in making investing fun and enjoyable. I believe our engagement can increase your happiness, optimism, and joy for you and your family.