Our Services
As specialists in financial planning we will create a financial strategy exclusively for you based on your own personal goals, desires and expectations.Attainable - Understandable - Personalized. In short, it is what you would design for yourself if you had the time and the training.
We recognize the need to consult with your other personal and business advisors. It is important that any financial strategy developed for you be coordinated with other advisors and programs already in place.
Fees
For the initial review and consultation there is no charge. A client’s fee, if any, is determined by the amount of work involved and the complexity of service. Work may be done on an hourly or project basis, but in either case it is agreed upon in advance. Our compensation may be derived from remunerations earned from the placement of securities or insurance programs.