Please continue to contact us to answer any question. Here we answer many common questions:
  1. What is your minimum client size?
    We began our careers to help people. We believe anyone regardless of income or assets size can benefit from financial planning. We do not have a minimum but some investment opportunities will have minimum income or assets to participate. We will work with each client to find the right solutions for them.
  2. What is your fee?
    We may be compensated in a variety of ways depending on the client's situation. All compensation will be discussed when the amount of work is known and an agreeable arrangement will be made.
    1. Introductions: those who see value in the financial planning process and services that we provide will be asked to introduce us to those that they feel may benefit from the process.
    2. Hourly Fee: we may charge an hourly fee between $50 and $200 per hour depending on the services provided. This arrangement is chosen by those who simply want an analysis or second opinion.
    3. Commission: a commission may be earned when a product in purchased that pays one - the commission rate is typically set by the investment company and the industry. The commission if any will be fully disclosed when the amount is determined.
    4. Asset Based Advisory Fee: when an Advisory Agreement is made we provide investment advice for 1% of assets annualized, assessed on a quarterly basis.
  3. Where do we meet you?
    If you are in the Phoenix area we can meet you at your home or our office in Tempe, Arizona. If you live outside of the Phoenix area we will visit with you on the phone or on a web meeting. Most of our clients do not live in Phoenix so we are set up with technology to communicate effectively wherever you are.