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_1467597138316{padding-right: 30px !important;padding-left: 30px !important;}”]

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