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WHO WE ARE

Who Pays Us (and Who Doesn't)

We receive all fees directly from clients, and only from clients.  In the financial planning profession, that is known as being “fee only.” 

Being a  fee-only firm means that we don’t sell any products, financial or otherwise, receive any commissions or referral fees, or have any financial interest, direct or indirect, in the decisions our clients make concerning their investments, insurance, or any other financial matters.  We act solely in the best interest of our clients.

Clients may choose whether to retain our services on an hourly basis, on a flat-fee project basis, or on an annual retainer.

Schedule a Free Meeting Now

For more information on our fees, or for a free initial consultation, please click on the blue button above, email us, or call us at (908) 789-9462 

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