Fee-Only & Fiduciary If you have spoken to a financial advisor before there is a strong chance that you have spoken with a Stockbroker and/or insurance representative who receives a hefty commission check for a product they are selling. The fees of commission-based agents and brokers are tied to specific products and transactions. This model misses completely much of what clients need. Although even commission-based agents can serve their clients in unique ways, product commissions seem a backhanded way to acquire comprehensive wealth management.
Fiduciary
No Commissions. No Surrender Fees. Unlike much of the Financial Industry, I do not sell commissioned products. No Surrender Fees Ever.
Transparency
Independently Owned Because I am not tied to any large Bank, Brokerage, Insurance Company I do not answer to anyone but you.