Broker Check

How We Are Compensated

Client Centered

We do not charge for any preliminary consultations, analysis preparation or annual reviews we may conduct. Fees and expenses for services are incurred only if you choose to do business with us. Those expenses will vary based on our recommendations and what products are proposed. We will make any of these necessary recommendations during the final step of our planning process while disclosing and defining up-front costs or recurring management fees. Until that point, all of our services, including inquiring phone calls, are complimentary and part of our effort to better serve our prospective clients. Fee-based financial planning is offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.