| Fee Structure
How Advisor is Paid:
- Fee for Financial Planning (hourly, and/or retainer)
- Commissions and/or loads for investment products purchased
- Trailer fees on mutual funds or insurance products
- Commissions on insurance products purchased.
Compensation:
- Inform clients of the fees (commissions or loads) they pay
on the purchase of any product
- Recommend products based on the best interest of the client
- May refer client to other professionals, if appropriate
- Receive absolutely no compensation from other professionals
for referral
Free Initial Consultation for
Financial Planning Clients
I will provide a free initial consultation to
prospective financial planning clients to determine if my services are suited to their
needs.
Please contact me to arrange
for the free initial consultation. |
