Complimentary initial consultation is always available to new potential clients
Fair compensation for services offered is of course extremely important to both the advisor and the client. Because each client's needs are different, and the complexity of each situation will vary, we offer great flexibility in our schedule of services and our fee schedule.
Flat Financial Planning Fees are based on your net worth. We don't require that you have assets managed on our programs, but if you do, future financial planning fees are offset. Every 12 months fees are recalculated, discussed, and agreed upon so we are always on the same page and transparency is maintained. It's important to us that you are able to judge the value we are bringing to your life against the cost.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.