Fee for Service
We provide our clients with unbiased and objective financial advice by operating on a fee-for-service basis.
Unlike commission-based firms that are compensated by selling manufactured financial products, we expand your financial strategies beyond the small subset of investment offerings typically available. We work with you as a partner to maximize your wealth in the most efficient, and cost-effective way possible, regardless of where your money is invested.
We take a holistic approach to financial management resulting in extremely detailed and in-depth financial plans. Our goal is to design plans that integrate all aspects of your life, reduce your costs and increase your returns.
After we have completed a plan and crafted a strategy for implementation, we remain in constant contact with you to provide ongoing adjustments in order to help you track progress, refine objectives, and achieve your goals.