Comprehensive Fee- Based Financial Planning
In a fee-based financial planning relationship, we’ll work with you to create a plan tailored specifically to your unique situation, touching on all facets of your financial world. You are provided with a written, compressive plan, complete with customized recommendations and in-depth, thorough analysis. You’ll also have optional access to a client portal, which links all of your assets and liabilities in real-time, regardless of where they are. This allows you to see your entire financial picture in one place whenever you need to.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
2814108 DOFU 11-2019