How We Get Paid
1.
An initial fee for your comprehensive financial plan. This is the blueprint we use for all decision making. We update it annually when we meet so that it is always current.
2.
The second way we are compensated depends upon the best solutions for your plan; how we implement your plan with products and strategies to strategically meet your goals.
3.
Third, and most importantly, is your goodwill. If you like what we have done, we want you to be a raving fan and let others like yourself know how we can help them.