FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We have a similar fee structure to other RIA firms, there is no cost for initial consultations or to attend one of our many educational events.
- What is your typical process for working with a new customer?
We prefer to have an introductory call where we can review your situation and get to know your goals. These are complimentary. At that point we would either work on a plan together to reach your goals or we would invite you to join our educational platform and learn more about key retirement factors such as Social Security Benefits, Taxes in Retirement or Estate Planning.
- What education and/or training do you have that relates to your work?
We are Fiduciary Advisors.