We are an objective and independent source for financial planning. We are fee-only financial planners. We do not manage clients’ money. To assure our clients of unbiased advice, we do not sell investments or any type of financial products. And while we recommend other professionals, such as brokers, attorneys and insurance providers to our clients, we do not accept commissions from those individuals nor pay fees to professionals who recommend us to their clients.
Our fees are based on our hourly rates. Charges for retirement, estate and other financial plans generally range from $2,500 to $10,000, most typically between about $3,000 and $4,500.