Investment Advisory Services

We are a team of financial planning and advising professionals who offer a range of services to advance your personal and professional well-being.

INVESTMENT ADVISORY SERVICES

HIRING A FEE-BASED FINANCIAL PLANNER VS. COMMISSION-BASED

The fee-based financial planner (vs. commission-based) is a more modern type of investment professional who charges a flat rate or a percentage basis for his or her services, instead of receiving compensation from commissions on investment transactions.

Fee-based financial planning services consist of analyzing portfolios as a whole. Our Financial Planners have experience in investments such as, stocks, bonds, and insurance, tax planning and preparation, as well as other areas such as business or real estate investing, college funding, financial aid, and retirement.

The primary benefit of a fee-based planner is that they can provide objective advice in regard to stocks, bonds, mutual funds, ETFs, annuities, and insurance without being swayed by any personal compensation benefits associated with giving certain recommendations.

Such professionals allow investors to access financial expertise while gaining independence from compensation-based advice.