Fee-Only Account

4. Request A Quote/Fee-Only Account Tab: Add the following paragraph to tab:

 

Thank you for your interest.

 

Fee-only financial advisors have a fiduciary responsibility to choose investments that are in your best interest. We typically use investments that have low internal expenses, such as no-load mutual funds, stocks, and bonds; investments that have no 12(b)1 fees.  We represent you and your interests when giving you advice.  A fee-only financial advisor cannot receive compensation from a brokerage firm, a mutual fund company, an insurance company, or any source other than you. Just think about where someone's paycheck comes from, and that will tell you quite a bit about where our loyalty lies. We look forward to developing a deep relationship with you to develop your retirement plan. 
 

Note: Please click on “Information Request Tab” under the “Request A Quote Tab” and add “Fee-Only Account” under “Investment Planning -Specific topic of interest” of the “Information Request” area, then add your personal information under “Contact Information” area.  After completing the form, please click on the "Submit" button. Your information will be emailed to our office and someone from our office will be in contact with you to set an appointment to discuss your specific retirement plan.  All information will be kept confidential.