How are we compensated?
COMPREHENSIVE FINANCIAL PLANNING We will charge the client a flat fee to prepare a Comprehensive Financial Plan. A Comprehensive Financial Plan may include the preparation of a Personal Financial Statement, Income and Expense Statement, Investment Analysis Statement, Insurance Analysis Statement, Education Planning Analysis Statement, Estate Planning Analysis Statement, Retirement Planning Analysis Statement and Tax Planning Analysis Statement. A Comprehensive Financial Plan may also include year round financial counseling, income tax preparation services and IRS Representation services. INVESTMENT MANAGEMENT We will charge the client either a flat fee, fee based on assets under management or a commission. Oftentimes, clients want a choice of compensation plans to choose from so that they can be sure that they are paying a fair price. At our company, the client is given a choice of compensation plans, they can compare costs and select the compensation plan that is in their best interest... LIFE INSURANCE We will receive a commission from the life insurance company, that we are appointed with, when we sell a policy.
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