FAQ

If I want to retire in a specific number of years, how should I invest?

What you need to retire is different for everyone and depends on many factors. That’s why we tailor each retirement plan to each client’s individual needs and situation.
What sets your firm apart from your competition?

Each plan is tailored to each client’s personal risk and return. We treat our clients like family We are always communicating with our clients Our years of experience and expertise give us a wider perspective than the ups and downs of today’s stock market.
How do you get paid for your services?

Commission on wealth management: Ranges from less than 1% to 2% depending on asset level Hourly rate to review financial investments: $150/hour Financial plans: $500 to $5,000 depending on the complexity of assets and liabilities and how organized the client with their financial information
How do I pick a financial advisor?

You should pick a financial adviser by three factors: Does their philosophy fit how you want to achieve your financial goals? How well does he communicate with me? Do they put my financial needs first?
Why should I trust you over a larger firm?

We are an independent brokerage firm, so we don’t quotas to fill for certain companies or type of investments. This means we only pick investments that fit our client’s needs. We limit the number of clients, so we can keep our level of customer service high.
How often should I meet with my financial planner?

At the beginning, you should meet with them often to ensure that they are the right fit for you. After a comfort period, you should meet with your financial planner at least annually. We meet with our clients more frequently because we are always listening for changes that clients might not believe are important.
How detailed are you?

We look at investment objectively and have no emotional ties to any one investment. We look at your plan on a bigger scale and help you see the big picture. We can analyze different investments by using our network of resources. We actually enjoy reading reports and analysis from financial resources and company’s annual reports.
What is your investment methodology?

We believe that all our clients are family. We design plans intended to protect our clients from possible disasters and unpredictable events. We investment in multiple categories, to better diversify your portfolio.
Why do I need you if I am managing my own investments?

A second opinion is always great when you are dealing with financial decisions. We have access to more information and experts to analyze financial investments.