Fee-Based Financial Planning

What makes a fee-based advisor different?

Fee-based financial services can help take the pressure off the client because in operating under a fiduciary standard of care we are obligated to put the clients interests first. We believe that by offering fee-based services we are able to spend more time with our clients understanding and defining their financial goals.

How does the fee-based planning process work?

We will assess a client’s current financial circumstance, determine the optimal financial situation based on their objectives, suggest multiple avenues to designed to achieve the desired outcome, and ultimately design a plan to work for the client. All financial plans are continuously monitored and can be adjusted depending on factors such as the economy or life changes.

Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.  Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.