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.


 



Services



- 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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Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,559.54 +0.42%
NYSE Composite 12,922.71 +0.12%
AMEX Composite 2,588.21 -0.41%

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