COST

All fees, commissions and expenses are fully disclosed before
implementing investment moves.

We structure our compensation in a combination of ways based on each client’s unique needs and investment portfolio setup. Here is a listing of the basic forms of charges for our services.

• – Annual cost charged quarterly as a percentage of
     actively managed assets.



• – One-time transaction costs.



• – Hourly charge as Registered Investment Advisor    Representative.



• – Annual retainer fee.

We want you to know what the costs are upfront and all along the way; so with this in mind, we measure and report your investment portfolio performance net of all costs.

We exclusively represent Raymond James Financial Services, Inc., one of the nation's finest investment firms. Since we independently own our Branch, managing over $150 million dollars of clients' life savings; your success is our success!

One of the most significant rewards for our services occurs when you become our advocate and refer family and friends to us.

This directly helps our practice grow and allows us to spread our business costs across more assets resulting in potentially lower costs to you.

Proceed to the 3 Key Financial Transition Plans