During our planning process we make time to educate you in each of these areas, and help you find quality help with legal and tax issues, if necessary. We also answer any questions you may have to make sure you are comfortable with your unique financial plan.
How We Are Different
There are many salesmen and insurance agents that claim to be financial planners in order to sell insurance and annuity products and/or mutual funds. We do not sell products for commissions. Our service is focused on helping you achieve your financial goals.
When you work with us:
- Your plan is created taking into account your goals, assets, investment objectives, time horizon, future cash flow needs and any other factors unique to your situation.
- You receive proactive advice, constant contact, and regular reviews as often as you need or desire. At least once annually.
- You are notified when we are making future investment changes and additions and have an opportunity to give input.
- You will have competitive fees that are transparent and easy to understand and that align our interests with your own.