Fee-Only, Fiduciary Planning

As a fuduciary for our clients we strive to recommend only what we believe is in their best interest. Our Fee-Only service assists us in that matter by removing conflicts of interest from revenue sharing or commissions from outside third parties such as mutual fund and insurance companies seeking access to our clients. 

Fee-Only means that our revenues are only derived by client fees.  Since this is the case, we can utilize lower expense investments, stay away from any products with commissions, and make recommendations based on our own research in what we believe is best for the client.

Overall Services

While we do review your investment portfolio every quarter, we will also assist you in other financial areas, including:

  • Investment Management
  • Retirement Planning
  • Budgeting / Cash Flow
  • Insurance Analysis 
  • Tax Planning
  • Estate Planning
  • Education
  • Small Business

Financial Planning Calendar

Our reviews are based on strategically planned pre-determined quarters. Below you will find what areas of your finances we will review per quarter:

 Quarter 1
(Jan-Mar)		 Quarter 2
(Apr-Jun)		 Quarter 3
(Jul-Sep)		 Quarter 4
(Oct-Dec)

Investments

Investments

Investments

Investments

Tax
Analysis

Estate
Planing 		Insurance
Analysis		Retirement &
Contributions		 

 

 Education
Planning		 Plan
Analysis