Looking for a more traditional ﬁnancial advisor relationship?
In a more traditional planning relationship, the ﬁnancial advisor both provides advice and invests the savings for the client.
We call this a “fee-based” engagement.
- Here we are compensated from a % of the savings we invest.
- Includes ongoing comprehensive ﬁnancial advice and money management.
- Compensation is recurring while the savings remain invested.