How We Charge For Our Services

Our Fee-Based Arrangement


Non-Biased Recommendations

- Quarterly Reviews

- Planning based on your finances

- Investing time and effort to get your finances from where you are, to where you want to be

- We listen to your plans and concerns and develop a custom plan to help you reach your financial goals.



- Management solutions for your finances

- Budgeting your cash flow

- 401(k) analysis

- Portfolio in-depth analysis

- Estate and Business planning

- Resources outside of planning: attorneys, tax specialists, and loan/debt specialists

Our Commission Based Arrangement


- Planning based on your specific needs

- We are compensated when we implement a financial strategy for you

- We include one meeting per year



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Market Watch

October 14, 2019 @ 09:50 AM

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