Fee For Service Planning

Two businessmen shaking hands, side viewFinancial Planners are sometimes paid by commission if they sell certain investments, which is an inherent conflict of interest. This why we offer fee for service planning. By taking a small percentage of overall managed assets (1.5% or less) you will have peace of mind that your financial planner is recommending products that work to increase your returns. When talking to any advisor, it is important to ask about the services they are providing along with how they will be compensated.

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