Frequently Asked Questions
What services do you offer as a Financial Advisor?
We provide pro-active advice through a wide range of financial services, including
retirement planning, investment management, tax strategies, estate planning, insurance reviews, and education funding.
Do you have a minimum amount of assets required to work together?
No! We work in context with your Financial Planning Strategy.
How do you tailor financial plans to individual clients?
We provide a comprehensive assessment of your current financial situation and compare it to your ultimate goals. Our specialty is major life transitions such as
retirement, legacy strategies, estate planning, special needs, and business owner planning.
Are you a Fiduciary?
Yes! We are legally and ethically obligated to act in your best interest. Transparency and integrity are essential in our relationships.
How are you compensated for your services?
We have found our clients prefer a flat fee-based structure for Financial Planning services. This way there are no surprises. We may also earn commissions on certain products which have transparent pricing options.
How often will be meet to review my financial plan?
We customize this based on your goals and objectives. At a minimum, we recommend an annual check-in.
What should I bring to my first meeting with you?
We have a Get Acquainted Questionnaire that will help us better understand your concerns. It's simple and practical to complete.
How do you stay updated with financial regulations and market trends?
We are lifelong learners and regularly attend industry conferences, educational forums, and peer groups so we can keep a pulse on changing regulations, tax and estate laws, market and economic trends, and the latest products.
How can I schedule a consultation?
You can schedule a consultation or quick phone call by calling our office, sending an email, or filling out the contact form on our website. We'd love to learn more about you!
What makes your firm different from other advisors?
Compassion and proactive listening. We want to clearly understand what you need so we can provide the best solutions. We also are family focused. We know financial decisions can affect you as well as your family and friends. By truly getting to know you and your objectives, we can tailor ideas to meet your needs.