Financial Management FAQs

Our team is here to help answer any questions you may have about our financial management services. Some of our most frequently asked questions can be found below. If you can’t find the answer you’re looking for always feel free to contact us, we’d love to help!

Frequently Asked Questions

Certainly!  We provide financial management to families all over the country.  We leverage technology to provide effective communication and planning regardless of your location.

Our compensation typically falls within one of three categories:

  • Asset management fees
  • Transaction-based commissions
  • Monthly financial planning fees

We are independent, so we can customize fees to provide you with the best value. We’ll explain your financial management options while we meet, and you decide what feels best for you.

No. We believe everybody can benefit from objective financial management and advice, regardless of age or financial situation.

We’re under no obligation to sell proprietary products or meet sales quotas and can find financial management solutions that are truly best for you.

    • We value our relationships with our clients above all else.  We see you first – not your account size.
    • Our culture is not about hard sales, but about building relationships.  You’ll never feel pressure while working with us.
    • The firm is owned by our financial management advisors so we are dedicated to preserving our culture and continuity.  Because we’re not employees of another firm, we are not distracted by corporate interests and can focus on what is best for you.  
    • We take a complex process and simplify it to a level that’s easy to understand.

Yes, we always place the interests of our clients ahead of our own. All of our financial management advisors hold the CERTIFIED FINANCIAL PLANNER™ certification, which requires a fiduciary standard of care.

“Fiduciary.” One who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client.

We’ve been helping people achieve their financial management goals since 1986.

All of our financial management advisors are properly licensed to provide you with:

  • Investment advice
  • Investment products
  • Insurance

In addition, all of our financial management advisors have gone above the minimum license requirements and obtained the CERTIFIED FINANCIAL PLANNER™ designation, and Dan is also a Certified Kingdom Advisor®.

Our investment philosophy is long-term, personalized, and goals driven. We don’t try to time the market – our approach doesn’t change in response to headlines and short-term distractions.

We’ll set up a schedule based on your financial management needs and services, but our door is always open.

We believe in our fiduciary responsibility – doing what’s in your best interest. Always.

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