Brutal Honesty & Radical Transparency is our tagline (c’mon, it’s on the first page).
We want our fees to be clear to you right away.
We charge a one-time flat fee to complete your Financial Life Plan®.
The fee is dependent on your Household Income as outlined below.
*For single person household only.
Generally I won’t suggest investment options without performing a financial analysis. I mean, I’m just not good enough to provide credible advice without seeing the entire financial picture and understanding the overlapping and sometimes competing client goals. So I educate first, then I plan, and then if we come to an agreement, I will advise and provide investment services. -Lance Drucker, CLU ChFC