In a fee-based financial planning engagement, we’re compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, the planner is a fiduciary and has a responsibility to ensure your interests and goals are always put first.
Of course, our role with clients goes beyond just providing expert guidance in the creation of your financial plan. We can also help you implement your financial plan through a combination of appropriate and innovative investment and insurance solutions.
In the end, we are paid to work with you to make sure your financial needs are met with care, with expertise and with an understanding of your unique circumstances and individual goals.