On the surface, annuities seem like a simple investment. The investment generally entails paying an insurance company a lump sum with the expectation that, at some point, the insurance company will begin making a string… Read More
Adding It All Up – The Cost of a Financial Plan and How to Save
The total cost of financial advice includes a number of items we’ve discussed in the last few posts. For clients who work with us those costs include: The hourly cost of the plan Cost for… Read More
The Cost of Investment Advice and Investments
The cost of investments is a key component of your financial plan. Regardless of whether you work with fee-only advisors or commission-based brokers, portfolio design is likely the largest cost of your plan. So how… Read More
How Much Does Financial Advice Cost?
As fee only financial advisors one of the most common queries we receive from the web has to do with how much a financial plan costs. It’s a good question as there are a number… Read More