FAQs

[vc_row full_width=»stretch_row» css=».vc_custom_1461694410076{margin-top: -70px !important;padding-top: 100px !important;padding-bottom: 78px !important;}»][vc_column][vc_tta_tour style=»flat» shape=»square» color=»white» active_section=»1″][vc_tta_section title=»How are you compensated for your services?» tab_id=»1461691375774-2478a7ef-a7201461694227044″][vc_custom_heading text=»How are you compensated for your services?» use_theme_fonts=»yes» font_weight=»400″ text_transform=»none» sub_heading_character_color=»rgba(0,0,0,0.4)»][vc_column_text]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.[/vc_column_text][/vc_tta_section][vc_tta_section title=»What is the frequency in which financial planning engagements …?» tab_id=»1461691375872-085ca70e-9c131461694227044″][vc_column_text]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.[/vc_column_text][vc_custom_heading text=»What is the frequency in which financial planning engagements …?» use_theme_fonts=»yes» font_weight=»400″ text_transform=»none» sub_heading_character_color=»rgba(0,0,0,0.4)»][/vc_tta_section][vc_tta_section title=»How often should someone have formal financial planning advice?» tab_id=»1461691588658-a2e0c217-69531461694227044″][vc_custom_heading text=»How often should someone have formal financial planning advice?» use_theme_fonts=»yes» font_weight=»400″ text_transform=»none» sub_heading_character_color=»rgba(0,0,0,0.4)»][/vc_tta_section][vc_tta_section title=»Is there a benefit to “diversifying advisors”?» tab_id=»1461691623739-499cbf0a-557d1461694227044″][vc_custom_heading text=»Is there a benefit to “diversifying advisors”?» use_theme_fonts=»yes» font_weight=»400″ text_transform=»none» sub_heading_character_color=»rgba(0,0,0,0.4)»][/vc_tta_section][vc_tta_section title=»How am I connected to my investments?» tab_id=»1461691654402-1c3dfc81-3b221461694227044″][vc_custom_heading text=»How am I connected to my investments?» use_theme_fonts=»yes» font_weight=»400″ text_transform=»none» sub_heading_character_color=»rgba(0,0,0,0.4)»][/vc_tta_section][vc_tta_section title=»What is an independent financial professional?» tab_id=»1461691677737-69f731f1-dc9b1461694227044″][vc_custom_heading text=»What is an independent financial professional?» use_theme_fonts=»yes» font_weight=»400″ text_transform=»none» sub_heading_character_color=»rgba(0,0,0,0.4)»][/vc_tta_section][/vc_tta_tour][/vc_column][/vc_row][vc_row full_width=»stretch_row» content_placement=»middle» parallax=»content-moving» parallax_image=»892″ parallax_speed_bg=»3.5″ css=».vc_custom_1461695532929{padding-top: 20px !important;padding-bottom: 70px !important;}»][vc_column width=»1/6″][/vc_column][vc_column width=»2/3″][vc_custom_heading text=»You have your own Question? Submit it now!» font_container=»tag:h2|font_size:30px|text_align:center|color:%23ffffff» use_theme_fonts=»yes» font_weight=»700″ text_transform=»none» sub_heading_character_color=»rgba(0,0,0,0.4)»][vc_empty_space height=»6px»][vc_column_text css=».vc_custom_1461695881997{padding-right: 30px !important;padding-left: 30px !important;}»]

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