All services are provided on an Individual basis.
Each person or firms needs is different – and the challenges and goals are different as well.
As YOUR advisor, I am going to Listen to you- your concerns, your issues and develop a Course of Action that we work on together.
Foreign Nationals have special planning considerations, especially when it comes to Estate Taxes.
Please Contact me for further information.
How advisors may be compensated:
- Flat Fee for service- Financial Planning only. The rate varies based on need and complexity
- Assets under management
- Commissions from Products Sold
- Introductions to Prospective Clients.