I understand the benefits of working with a Fee-Only financial planner, but I might need to obtain financial products. How will I be able to do that with your firm?
While we do not sell financial products, we will offer specific recommendations and opinions regarding the purchase of the various financial products that may be appropriate for you. So, if you need to obtain an insurance policy or a new mortgage, or find an estate planning attorney or tax professional, we can direct you to the resources you need and help you obtain these products and services. If appropriate, we can help you implement your plan and set up your investment accounts.