How do you get paid?
Our fees are based on the service we perform. During our complimentary consultation we will ...
Do you share fees with other professionals?
No. Although we are often asked to make recommendations of professional specialties, we do not ...
Do you take commissions from financial institutions?
No. We do not receive any commissions on investment products from our financial planning clients. ...
Are you tied to any specific investment products?
We are a completely independent advisory service. We are not connected to any financial institution ...
If you do my financial plan, must I invest with you?
Not at all. We charge for advice and for the plans we develop. After that ...
Are financial planning and investment advice the same?
No. Financial planning, what we do, is a comprehensive overview of all of your life ...
What can I expect from you?
We are professional, experienced advisors. We work toward your interests only. You can expect us ...
How long does the process take?
After we have all of your pertinent information, the first draft can be produced in ...
What is your typical client?
We don’t pigeonhole or stereotype our clients. Each person is unique in their financial goals ...