FAQ's
Do you provide ongoing financial planning or one time plans?
We proudly provide on-going financial plans. Life is fluid and ever-changing so your financial plan has to be also.
How do you get paid?
How we get paid is determined by the work we do for you. Different services, levels of service requested and products that we provide each have different costs associated. Please be assured though that costs and fees are a part of every discussion we have. We don't wait for you to ask, we will tell you when that service or product is presented. We also provide a no cost consultation so you can get to know us and ask us questions without worrying about a fee for our time.
How Much do i need to be able to retire?
This is an often asked question but much more difficult to answer. Depending on lifestyle choices, location, health care costs and type of housing all can dramatically change your financial need. However, a good rule of thumb is 80% of your pre-retirement income will need to be replaced annually or approximately 10 times your income at age 67.