Thank you for inquiring into our costs. First off, it's important that we're smart with your money. What you pay matters to us. We feel that it is important for you to know exactly what you pay so there are no unexpected or unexplained costs.
As a client of ours, you should know that our ultimate goal is to make sure you achieve your financial goals. With that in mind, we are always looking to design long-term diversified investment strategies built within a planning process, and are always looking for the most cost-efficient, high-value ways to manage your money.
First meetings are always complimentary and as we better understand your unique needs, we will collaborate with you and discuss the costs associated with the services you choose.
Our progressive approach blends crock-pot planning with smart technology to help define your goals and measure your progress.
Our full service advisor-managed option includes financial planning, progress reports and annual meetings-all for one cost.
For clients who are looking for a cost efficient way to invest using a digital solution, check out Guided Wealth Portfolios.
For situations that warrant insurance such as life, disability or annuities, we are compensated by commission.