Check what people are asking
How do you get paid?
Primary source of our compensation is outlined in the pricing section above. However, as a client-centric company, we offer the convenience of purchasing some commission-based financial and insurance products. For example, if your financial plan identifies life insurance gaps, you have the option to purchase it through our office. In this scenario, we collect commission from the insurance company. Alternatively, you can choose to work with your preferred insurance agent. The choice is yours.
Do I have enough money to work with you?
As part of our commitment to your success, our services and pricing model are uniquely designed to make professional guidance accessible to people from all walks of life, regardless of their net worth. Please refer to the pricing section above to estimate the cost of our engagement, and if you have any questions, don’t hesitate to contact us below.
Can I get help with my 401K?
Absolutely! In fact, our unique approach allows us to manage clients' 401Ks seamlessly even without requiring you to leave your existing plan. Here's how it works: 1. First, we check if your plan custodian is on the list of supported custodians on our platform. 2. If so, we'll then provide you with a link to authorize us to manage your 401K. 3. Once you grant us authorization, we'll gain access to all the investment options within your plan. This enables us to create a tailored portfolio that aligns with your specific investment objectives. Additionally, certain plans offer Self-Directed Brokerage Accounts (SDBAs), allowing us to explore investment opportunities beyond the standard options listed in your plan. This could enable further diversification and optimization of your portfolio volatility.