As a fee-based advisor, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first.
Of course, my role with clients goes beyond just providing expert guidance in the creation of your financial plan. When I work with you during a fee-based financial planning engagement, I act in a fiduciary capacity during this engagement which places your interests ahead of mine. I also help my clients with the implementation of their plans through a combination of innovative brokerage or advisory product solutions.
In the end, I am paid to work with you to make sure your financial needs are met with care, with expertise and with an understanding of your unique circumstances and individual goals. Together, we can agree on the appropriate fee structure based upon those needs and the specific services required.