FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our fees are based on a sliding percentage scale and will depend on the amount of assets under management. Schedule an appointment for more information.
- What is your typical process for working with a new customer?
We want to provide as many opportunities as possible. Let us know what is easiest for you, and we will accommodate your needs.
- What education and/or training do you have that relates to your work?
With over 23 years' experience in the financial industry, our founder, Steven "Steve" Netzel, has been committed to helping our clients achieve financial independence, through comprehensive and customized plans aimed at growing and preserving their hard-earned assets.