Fee For Service Planning

Two businessmen shaking hands, side view

Financial Planners are sometimes paid by commission if they sell certain investments, this causes an inherent conflict of interest. This why we offer, fee for service planning. By taking a small percentage of overall managed assets (less then 1%) you will have peace of mind that your financial planner is selling you 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.