Frequently Asked Questions

Question 1

Answer

How do you charge for your services?

Since we offer a wide range of products, there is no set fee for our services. Total fees are based on the products you choose to invest and buy into. Please call our office and schedule an appointment for more information.

Question 2

Answer

Please tell me about your financial planning process.

In our approach to financial planning, we have an increased emphasis on identifying and understanding your goals and aspirations. Once these goals and aspirations are identified, traditional financial planning tools are used to develop a financial road map that shows you how to use your current resources to pursue those goals and aspirations. Our goal is to create financial plans that clients find valuable and stable.