Fees & Expenses

Our fees are fair and cost effective:

  Every client relationship begins with a free face-to-face client meeting designed for open
    and honest discussion about financial goals, concerns and tolerance for risk.

  We do not make assumptions about your needs. We focus on your priorities and
    explore a broad array of investment and insurance options to create the right posture
    for you.

  Assignment will be billed at an hourly rate.

  Any plan that generates commissionable business or fees will offset billable time.

  As your advisor, we will monitor your plan and maintain regular personal contact with
    you to remain current with your needs and assist in any changes your lifestyle may
    require.