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.