Why Fee Only

Since we are a fee-only planning firm, our fees are not from product sales or commissions. Our fee-only approach makes our fees simple and understandable. It aligns our interests with yours, giving you the confidence and peace of mind you desire and deserve.

• Our normal method for working with clients is a fixed annual retainer fee, payable in quarterly installments.
• Our full fee schedule is available on our Forms & Documents page.
• Our clients on retainer appreciate the fact that they can call, email, or meet with us anytime throughout the year without worrying about the billing clock running