Here are some of the most frequently asked questions (FAQ) we get from new clients:
Fee-only financial advisors have a fiduciary responsibility to always act in your best interest. This means they represent you and your interests when giving you advice.
A fee-only financial advisor cannot receive compensation from a brokerage firm, a mutual fund company, an insurance company, or from any other source than you.
Financial Planning is the process of working with an Advisor to define your financial goals in life and developing a plan to achieve them. The planning process covers Net Worth, Cash Flow, Insurance, Tax, Investment, Retirement and Estate.
We offer the following services on a standalone basis or bundled together in a complete wealth management relationship:
- Financial Planning
- Investment Management
- Tax Preparation