We will NEVER accept commissions, you will never be charged hidden fees, including from Investment management.  We work for YOU and your success, no one else.

Your fee is determined by your financial planning needs, not the amount of money you have in your accounts.  Just because you have more money, doesn't mean you should pay more. Our fees begin at $4,000 annually and are payable quarterly.

We agree to a flat, annual fee at the beginning of the relationship. There will be no surprises, all fees are clearly stated.