Will I have a dedicated advisor?
Yes, and our philosophy is that any advisor can help you at any time.
Are there long-term contracts involved?
Our management agreement does not lock you into any long-term contract. We have many clients we have worked with for years; we believe this is due to the results we have achieved for them.
Are you a fiduciary?
Yes, we act in the best interest of our clients. We always have, we always will.
Who sets the goals in a financial advising engagement?
Our first task is to listen to our clients carefully and learn what is most important to them: retirement, children’s education, second home, etc. – and we learn what resources they have available. Then we outline how they can reach those goals.
How will my current life be affected by my financial plan?
Clients should recognize and feel good that they are on a productive plan towards financial security!
Are your fees tax deductible?
It depends on several factors such as what type of accounts you have and whether you itemize deductions. If you prepare your own income taxes we can help you determine deductibility; otherwise your CPA will know.
What does CFP, CFA, and CLU stand for?
A certified financial planner earns the initials CFP by completing a course covering six or more areas of financial discipline. Louise earned this certification in the 1980’s. CFA (Chartered Financial Analyst) and CLU (Chartered Life Underwriter) means that person has a certification from taking courses in areas such as insurance, taxes, trusts, risk analysis, portfolio management, etc.
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