Frequently Asked Questions

Q: How do you charge for your services?

A: Your account can be fee-based or commission based. It depends on what is best for you. You can switch at anytime.

Q: Can I buy no-load funds like Vanguard?

A: Yes, through your fee-based Partners or Keystone account, no-load funds, even Vanguard Funds are available.

Q: When I set up a meeting, am I under any obligation?

A: No, consultations are free. This way you can come in, meet with me and make sure you are comfortable before we get started.

Q: I already have an insurance agent and accountant I am working with. Can you coordinate with them to create an integrated financial program using input from each?

A: Absolutely! Many of our clients have other financial relationships. If we can fill a need or work with someone you know already, we will be happy to do whatever is best for you.