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We help interesting companies create and improve industry products and services through long lasting relationships.

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Our Services

How are you compensated for your services?

Only after we have a firm understanding of your needs and goals, compensation for our services can take on one of these four forms:* Fee – Fee for the engagement. This could be a flat fee or an hourly fee.

* Fee arrangement – Management fee based upon your assets.

* Commission – if there were a particular product that fit your situation, we would be able to implement a product where the product company compensates us.

* Hybrid – Combination approach Each implementation strategy has its benefits and its draw backs. The key catalyst for making a decision is based on your situation.

Only after we have a firm understanding of your needs and goals, compensation for our services can take on one of these four forms:* Fee – Fee for the engagement. This could be a flat fee or an hourly fee.

* Fee arrangement – Management fee based upon your assets.

* Commission – if there were a particular product that fit your situation, we would be able to implement a product where the product company compensates us.

* Hybrid – Combination approach Each implementation strategy has its benefits and its draw backs. The key catalyst for making a decision is based on your situation.

What is the frequency in which financial planning engagements ...?

How often should someone have formal financial planning advice?

Is there a benefit to “diversifying advisors”?

How am I connected to my investments?

What is an independent financial professional?

Testimonials

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News

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