Broker Check

Frequently Asked Questions

We do not charge any fees for our discovery meeting.  The purpose of this meeting is for us to get to know each other and answer your questions.  We will show you the type of work we do and ultimately we will decide collectively if we are a good fit to work together. 

The majority of our services are provided on a "fee-based" basis.  Occasionally, you may choose a particular investment which pays as a commission.  Rest assured, we will fully explain all fees prior to you committing to a solution.

No. Our practice is built on helping our clients plan for their financial future, from multi-millionaires to those beginning their first jobs.

We believe frequent contact with our clients is important to their overall financial plan. All clients are invited to meet with us at least annually in a face-to-face or virtual setting, based on their preference. We contact clients monthly with market and investment updates. In addition, we provide periodic updates as conditions warrant.

We want to be your sounding board! We welcome questions at any time.

We recognize that our clients are individuals with unique goals and objectives. Our advisors work as a team to tailor our plans to each individual. This brings multiple perspectives to our planning process. Most importantly, you are not an anonymous number, but someone we are excited to work with.

The majority of our clients work with us on a fee basis, which means we're not earning commissions from companies by selling products. We are only paid by our clients and that is where our loyalty lies. This gives us the ability to give unbiased advice and act in the best interest of our clients.