Who do you work with?

People often tell us they would like to work with a financial planner but they don’t feel they have enough money to invest or don’t earn enough to afford one. Our business model allows us the opportunity to work with everyone: from young families and professionals laying the foundation for their careers, to entrepreneurs launching the companies they’ve dreamed about for years, to retirees hoping to get the most from their money as they spend time with their grandchildren and travel the world.

What are your fees?

A common question is...are you fee based or commission based?

We are dual-licensed and can work with our clients on any combination of fee or commission based compensation that is in their best interests. We will share the pros and cons of both approaches and you can decide which (or what combination) is best for you.

We partner with several leading mutual fund investment companies, Registered Investment Advisers and annuity companies so yo have many options to chose from in developing your financial roadmap. We work to help find a solution that makes you comfortable and best fits your needs. The investment companies may charge a fee for service and then pay us out of those fees to be your financial representative. For many young investors just getting started, we follow Dave Ramsey's philosophy of mutual fund investing. Click here to see why Dave Ramsey prefers upfront fees.

Do you charge by the hour?

While we can set up an agreement to bill you by the hour, we have not done that as we do not want to feel like you have to "watch the clock" every time you contact us or meet with us. If you ask us to provide financial planning services above and beyond the norm which will take alot of research and time, there may be additional fees but we will have those fully disclosed and in writing before any work occurs.

Contact Us  

Call or email to set up a complimentary face-to face-meeting. We will get to know each other and you can determine if we’re the right firm for you. You will never be pressured to make any commitment. If we all agree there is a fit, we will move forward. If not, the only thing you’ve risked is an hour of your time and perhaps some good questions to ponder.

We offer a fresh approach to financial services, and hope you’ll agree. You can reach us at 512-918-1900. Let’s chat.