There’s no fee for meeting with us
We’re paid through fees and commissions. You won’t be charged for meeting with us whether you meet two or twelve times to discuss your financial outlook. That’s because we focus on your financial strategy rather than financial products. We will spend as many hours as it takes reviewing your financial portfolio and making suggestions to maximize your money. Only when you choose to purchase our suggested financial products and protections will we receive payment for our time and that comes directly from the companies involved. That payment is already built into the cost of each product and won't create any additional costs for you.
