We practice fee-only financial planning. That means the only way we get paid is from fees that are clearly communicated and covered by you. We don’t receive commissions from any financial products – not insurance, mutual funds, or anything else.

Having incentives to sell specific products for additional compensation creates a conflict of interest that we feel is best avoided. We feel one of the first questions you should ask of your financial professionals is whether or not they get paid for recommending certain products. This doesn’t always create a problem, but it is important to understand.