Fee-Based Financial Planning

Why should you work with us?

Many of our services are offered on a fee-based planning model. What this means for our clients is that we will work with them, their advisors, and our strategic resources to deliver investment or insurance opportunities that best match our clients’ financial aspirations. Clients can have a sense of confidence knowing that they are being offered services in their best interest, because their financial desires are our main concern.

What makes a fee-based advisor different?

Fee-based financial services can help take the pressure off the client because in acting as a fiduciary 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 ideal financial situation based on their objectives, suggest multiple avenues to achieving the desired outcome, and ultimately design a plan to work best 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.