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How We Get Paid

We are compensated for the products and services that we provide in three potential ways:

Engagement in a comprehensive and objective financial planning process for an agreed upon fee.

A recurring fee derived from the ongoing management of investment assets within a fiduciary relationship.

A fee or commission derived from the implementation of a recommended investment or insurance solution.

Many of our clients initially engage with us in an objective manner, where they pay an agreed upon fee to evaluate their current planning in light of their desired outcomes. Often times, at the completion of a financial planning engagement, clients choose to hire our firm to implement many of the recommendations in their plan as well. Occasionally, we may focus only on a specific area of need.