How are you compensated for your services?

Only after we have a firm understanding of your needs and goals, compensation for our services can take on one of these four forms:* Fee – Fee for the engagement. This could be a flat fee or an hourly fee.

* Fee arrangement – Management fee based upon your assets.

* Commission – if there were a particular product that fit your situation, we would be able to implement a product where the product company compensates us.

* Hybrid – Combination approach Each implementation strategy has its benefits and its draw backs. The key catalyst for making a decision is based on your situation.

Only after we have a firm understanding of your needs and goals, compensation for our services can take on one of these four forms:* Fee – Fee for the engagement. This could be a flat fee or an hourly fee.

* Fee arrangement – Management fee based upon your assets.

* Commission – if there were a particular product that fit your situation, we would be able to implement a product where the product company compensates us.

* Hybrid – Combination approach Each implementation strategy has its benefits and its draw backs. The key catalyst for making a decision is based on your situation.

What is the frequency in which financial planning engagements ...?

How often should someone have formal financial planning advice?

Is there a benefit to “diversifying advisors”?

How am I connected to my investments?

What is an independent financial professional?

You have your own Question? Submit it now!

Whether you want to consult a purchase of equipment, or you want to get advice on the design of the production line, or a problem with the repair…

We will do our best