Your office is far away. Can I still work with you?
If I call, what should I expect?
Can you tell me what I should be investing in right now?
If I hire you, what should I expect?
If I hire you, who will I work with?
You will have a primary advisor who is a Certified Financial Planner® (me). You will also work with my team, which includes a Tax Associate and two service assistants. Although you have a primary advisor, we work as a team so we may best utilize each person’s specialized knowledge on your behalf.
How are your services priced?
Come in and experience our retirement planning process. If you decide to hire us for investment management, we are paid an investment advisory fee based upon assets under management. If insurance is part of your plan, we may earn a commission, but only if you buy those products through us.
Our comprehensive, coordinated and holistic retirement planning services offer a compelling advantage, and, once a family’s retirement plan is complete, most people choose to work with us on an ongoing basis to simplify, consolidate and coordinate their financial lives so they can enjoy financial independence. And we are willing to invest the time in building our relationship before we earn a dime.