Frequently Asked Questions
I am available to answer your questions as we are both evaluating each other in my initial complimentary meeting. When we work together, I am extremely responsive to any email or question anytime.
Fees and Commissions on Insurance products.
Initial consult is no charge. Fee Planning and Coaching $175 hourly. Investment management, a percentage of assets under management.
I meet with each of my clients at least once a year, sometimes as much as quarterly, to review accounts and make sure their investments are aligned with their goals.
Yes, you will have a combination of paper and online statements which includes access to real-time account balances with graphs and pie charts that show all current balance and asset allocations with the click of a button.
Segregating asset allocation into time frames, and protecting your basic needs with annuities and other fixed income. Much of this can be done with frugal management fees, tax management and watchful projection planning.
A succession plan is in place.
I love helping people and giving them the peace of mind and security of a solid financial future.