Fee-Based

Our approach to fees is a fee-based approach that ties our interests to yours.

We are paid based on a percentage of the assets you have entrusted to our management. A fiduciary approach involves doing what is in our clients' best interests, not simply what would be suitable.

we do not subscribe to the "fee-only" model

One of the reasons we do not subscribe to the "fee-only" model is because we have the expertise and capability to advise and execute insurance products when the financial plan calls for them. We do not believe we would serve our clients better by sending them to a "trusted referral" down the street who is not held to a fiduciary standard and claim that we have helped our clients.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.