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 ...