Financial Planning – When You Need It

Our expertise is available whenever you are. And, we believe our clients know when they have need – we like to give you a little credit. Different than most financial planners, but similar to legal and health professionals in your life- we know you will seek out and schedule financial planning when it’s right for YOU.

Our Brand of Financial Planning

• Fee-Only Accessible to the majority
• Doesn’t require 1 – 3% of annual assets
• Minimal or Comprehensive, as-needed
• No sales pitch – Independent of insurance or brokerage firms
• Independent of hidden Commissions Protects your Best Interest

How Are Advisors Typically Paid?

• Upfront sales charge or commission (2 – 6%)
• Percentage of Assets
• Flat fee or hourly rate

Read CBS MoneyWatch article – Don’t Pay Too Much for Financial Advice!

So, What Does It Cost?

Typical fees range from $360 to address your most pressing concerns, to $2400 for more comprehensive planning.

Inquiries

Still have QUESTIONS about whether independent, fee-only hourly advice is right for you? Call us and we’ll talk – 303.819.2021, or visit Contact Us.