Fee-based Financial Planning A financial plan can provide clarity and direction around your personal, professional, and financial goals. This is not a product or investment. While developing your plan, we may consult with your other advisors (CPA, Attorney, etc.).
A fee-based financial plan can help you with:
Asset management fee
A customized portfolio utilizing asset allocation strategies can help manage market risk and provide a disciplined approach to investing.
Product-based / Transactional relationship
The purchase of financial instruments can help address relatively simple needs.
Implementation of specific products or services may result in commissions or fees outside of the scope of a financial planning fee.