Broker Check

FAQ’s

  1. What can I expect from our relationship?

    As you share your goals and dreams, you can expect us to ask a number of questions to understand you more completely. By learning as much as we can about your vision, values and goals, we provide insightful and continuous guidance in the process of achieving them.

    Secondly, you can expect attention to detail, review letters of our meetings, and prompt attention to calls and emails. We thoroughly explain all recommendations with adherence to our ethical and professional standards based upon the values outlined in our financial stewardship.

  2. Who can benefit most from your services?

    We find that the impetus for clients seeking our services tends to be current or pending changes in their lives. The clients who benefit most are those who share their goals and dreams, are open to education, and have a willingness to implement the professional advice we offer. Through the development of a long-term relationship, our clients find comfort knowing that there is a trusted professional to whom they can turn when questions and/or concerns arise.

  3. What should I bring to our first meeting?

    To receive the most benefit from the complimentary consultation, we ask you to complete a Confidential Profile found under the Resources Page to guide our discussion. If pertaining to our discussion, please bring along the following:

    Investments Statements (including 401(k), 403(b), IRA, SIMPLE, SEP, TSP, etc.)
    Bank Statements
    Cash Flow Worksheet
    Pension Statements
    Insurance and/or Annuity Statements
    Trust Documents

  4. How are you compensated?

    Our initial meeting with you is complementary. During this meeting we determine the services that you need and provide a fee range to complete them. The fee may be set at an hourly or plan rate. If you decide to have us manage your assets, an annual asset management fee is charged. All fee arrangements are outlined in a written and signed agreement. We may also receive compensation in the form of insurance and/or investment management commissions. We provide full disclosure on our compensation. All relationships are built on trust and we honor that commitment to you. We invite you to contact us to schedule your complimentary consultation. Click here to contact us