How much does the first meeting cost?
How are you paid?
If you would like us to manage any of your investments, we will be paid a small percentage of the amount we manage. This percentage depends on the type of investment and the size of your portfolio. All costs will be fully disclosed before you invest, and can be paid directly from your investment accounts.
We do not receive any kickbacks from other companies or commissions for investments that we recommend. We are only paid by our clients for investment management and planning services we provide.
If you have a need for life insurance or disability insurance that you would like us to fill for you, we will be paid directly by the insurance companies providing these benefits.
What if I’m already working with another financial advisor?
If you are unhappy with your current advisor or uncertain whether he or she has your best interest at heart, we can help you determine the cause and evaluate whether we can improve your experience. Keep in mind that our educational, interactive approach is very different from most advisors, so your experience with us is likely to be unlike any you have ever experienced before.