Frequently Asked Questions

The following are some basic questions and answers we have received to help you learn more about us and the financial planning process.

What does CFP® after a financial planner’s name mean?

  • You can find over 200,000 financial planners in the United States, but only the International Board of Standards & Practices certifies those with CFP® after their names for Certified Financial Planners™. To earn their professional designation, planners must participate in ongoing approved educational classes, and pass five course exams and the two day, ten hour Board comprehensive exam. And they must have the required experience.

Do we have to make any changes to add your service?

  • Absolutely not, we seamlessly tie into your current plan structure

Is there a live person to speak with about my plan?

  • Absolutely, and not only is it a live person but a CFP® that will answer any question pertaining to your report.

Is there an extra charge to speak with a CFP®?

  • No, it is already included in the total price you paid.

Is my personal information kept private?

  • Absolutely, we do not share, distribute or sell any of our client’s information. You are very important to us and we want you to know that your information is kept completely confidential.

How are we compensated?

  • We charge a flat fee, no product sales or asset management fees.