How We Work

We operate as fee-based advisor representatives. There are a number of different ways we can work with you:

  • Charge a fee as a percentage based on assets under management to manage investments.
  • Provide a comprehensive financial plan based on an hourly rate.
  • Analyze a specific aspect of your financial situation. For example, a review and analysis of your current employer's 401(k) plan and provide investment allocation recommendations. Or, help you with cash flow/budget matters. The fee is based on our hourly rate.

Have questions? Let us know!
Learn more about how I can help you pursue your financial goals. Request a complimentary Discovery Meeting Consultation.