How we get paid

 

We normally get paid in two ways:

1. When a client purchases an investment advisory product, the investment advisory firm pays us a fee to help "manage" that money, based on a percentage of assets.  This method creates a natural incentive to make sure your money is managed properly.

(We get paid as value is provided or the relationship is terminated and payment stops.)

2. Whenever a client needs a product to help them achieve their goals (for example: Life Insurance) the company whose product we use pays us a commission. 
(Our getting paid does not increase the client's cost.)

Please note that we are licensed to charge a flat consultation fee or an hourly rate, but most clients prefer the options listed above.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck