Costs
All Costs Disclosed Prior to Signing Client Contract

A Retainer Fee is Quoted in Advance Each Year and
Customized to Each Client’s Needs
A fee has three components: basic administrative services,
financial planning, and asset management.

A prorated refund of fees is provided if a relationship is
terminated during the year.

Commissions Disclosed
We earn commissions from insurance and securities using
standard commission schedules provided by the vendors.

Time
An investment of your personal time is needed to make
the business relationship work.

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