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Fee-Based Planning

As fee-based financial planners, we are compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, we have a responsibility to ensure your interests and goals are always put first.

Of course, our role with clients goes beyond just providing expert guidance in the creation of your financial plan. When we work with you during a fee-based financial planning engagement, we follow the fiduciary standard which means that we act in your best interest and put your interests ahead of ours. We'll also help you implement your plan through a combination of innovative investment and insurance solutions.

In the end, we are paid to work with you to make sure your financial needs are met with care, with expertise and with an understanding of your unique circumstances and individual goals. Together, we can agree on the appropriate fee structure based upon those needs and the specific services required.