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Do I continue to pay an annual financial planning fee if I use your Investment Advisory Services?

Posted in on Mar 24, 2020

Clients who elect to hire our firm as Investment Advisory Representatives, after the completion and presentation of an objective financial planning analysis, will continue to receive ongoing updates, regular monitoring and periodic reviews that address their overall financial planning objectives. We do not accept investment advisory clients without first knowing our client’s overall financial situation. This allows us to truly place the interests of our client’s first and align with our Code of Ethics.