What We Charge

Most of what we do is free of charge to you. After all, we are simply offering a little advocacy for you by providing insights from over 40 years of experience in financial services. In most situations we will have occasion to recommend a strategy or product that after our research seems obvious to us that the solution will meet your needs particularly well. We may recommend experts who may charge a fee or that you should review our recommendation with your current advisor. Our goal is to provide you our analysis that will give you something to compare, something that make perfect sense or something for your current advisor to agree or disagree with and tell you why. You also now have an alternative with whom to do business. We just want to be an additional resource for you that will positively be of significance in your life.