How We Charge For Our Services

Our Fee Based Arrangement


Non-Biased Recommendations

- Quarterly Reviews

- Planning based on your finances

- Investing time and effort to get your finances from where you are, to where you want to be

- We listen to your plans and concerns, and develop a custom plan to help you reach your financial goals.



- Management solutions for your finances

- Budgeting your cash flow

- 401(k) analysis

- Portfolio in depth analysis

- Estate and Business planning

- Resources outside of planning: attorneys, tax specialists, and loan/debt specialists

Our Commission Based Arrangement


- Planning based on your specific needs

- We are compensated when we implement a financial strategy for you

- We include one meeting per year


Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,736.92 +0.30
Nasdaq Composite 7,987.80 -0.50

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