What is your educational background?

A comprehensive financial advisor should have an advanced education in financial planning topics such as investments, taxes, insurance, or estate planning in addition to a college degree. Many advisors who originally received degrees in other, unrelated disciplines have gone on to become highly effective financial planners. If you prefer to work with someone with an extensive background in finance, for example, you should examine this answer thoroughly to make sure s/he has the educational background you desire.

How are you compensated?

Like other professionals that you count on (CPAs, attorneys, physicians), we are compensated with fees for our knowledge that will help you achieve your financial goals. Because you pay us with a fee, we have no conflicts of interest that impact our advice or services.

What is your fee for an initial consultation?

Initial consultation is free.

What are your methods for compensation?

Fees vary by service area:

Planning services: Asset-based, Fixed or Hourly fees

Investment services: Asset-based fee

Project Services: Fixed fee

What is your minimum Asset requirement?

Our minimum Asset requirement is $50,000

Do you sell Insurance?

No, we do not sell Insurance products. We do, however, have the expertise to analyze insurance products and integrate sophisticated risk management strategies into your financial plan.

Do you provide Full-Disclosure?

I agree to provide full disclosure to all investors who hire me. The disclosures include: Potential conflicts of interest, compensation, and investment expenses.

What is your background?

Our Registered Investment Advisory firm and acknowledgement that we are fiduciaries means we are held to the highest ethical standards in the financial services industry. A history of no client complaints proves you can trust our team.

For more info please read our Profile