Are You Paying Too Much?

Your financial planner should be helping you grow your wealth through sound planning and by saving you money.  Some key ways to save include the following:

• • Avoid double paying by working with a Fee-Only financial advisor. Fee-Only means you pay no commissions.
  • Choose low costs funds.
  • Invest for tax-efficiency
  • Lower your investment advisory fee.

Overpayment can take the following forms:

• • high fees,
  • high taxes, or
  • costly mistakes.

Our business model is “fee only.” This allows us to be free from the conflicts associated with “fee based” or commission-based transactions inherent in the industry.