Fee Facts

“When we say we work for you, it is
NOT a slogan, it is a literal fact”

There are no sales incentives or kickbacks of any kind for our wealth coaching and wealth management services. We work for you, literally and legally. We are paid only for as long as you wish to retain our services, so we strive to demonstrate our value each and every day. We are proud of our role as fiduciaries, providing support and service with the objective of achieving your financial goals.

• We are paid only by our clients to perform our duties. If your “financial planner” is compensated by the investment or insurance company they work for, whose best interests does he really have at heart? Most of our clients compensate us directly through fees; therefore our only real incentive is to add a tremendous amount of value to your financial planning endeavors - first, last, and always! Insuring the clients best interest is always our primary focus.
  
  
• We act as a fiduciary to our clients - we'll even put it in writing! Ask your current “financial planner” to put that statement in writing! We bet they won't, because they can't! Most "financial planners" are bound by the firm they work for to act in their employer's best interests – over those of their clients!
  
  
• There are no sales incentives, contests, or kickbacks.
  
  
• We minimize all of your investment cost - lower costs and expenses directly benefit your investment performance.
  
  
• You will never wonder if what we recommend is in your best interest or ours. This maximizes our objectivity.
  
  
• We get paid only for as long as you want us to advise you.
  
  
• Our fees are fully disclosed. Complete transparency is the key to our success.
  
  
• We may offer select services at a flat rate or hourly fee.

When you are ready to STOP worrying about YOUR future, simply click the
"Contact Us" button on top of the page or click here.

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