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We provide financial planning services to our clients for a fee that is based on an estimate of the amount of time we'll spend assisting you. To determine the fee, we offer a no-charge initial consultation to discuss your situation and how we can best help you. Our fees are specified and agreed upon in advance. The financial planning process usually involves evaluating the client's cash flow, taxes, asset allocation, insurance needs, education funding retirement and estate planning.
For clients that seek assistance with their investments, we provide portfolio management on a fee basis Our portfolio recommendations take into consideration your age, risk tolerance, time horizon and investment experience to create a portfolio that is unique to your situation. The fees charged for portfolio management are detailed in our Form ADV Part 2A.
If you choose to utilize our brokerage capability, we will work through Financial Network Investment Corporation. In our capacity as registered representatives of Financial Network, we may be compensated through commissions on securities sales.
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