How We Are Compensated
A complimentary initial consultation is always available to new potential clients.
Fair compensation for services offered is of course extremely important to both the advisor and the client.
Because each client's needs are different, and the complexity of each situation will vary, we offer great flexibility in our schedule of services and our fee schedule.
We offer flat fee planning, annual retainer fee, and other options, and will customize a proposal based on your needs and the best value we can offer you.