How I Am Compensated
- No Cost to Meet: There is no charge or obligation for initial meetings, account reviews, or discussing potential recommendations.
- Commission-Based: I am paid by the insurance and financial providers whose products we represent. This compensation typically comes through commissions and does not result in extra charges to you.
- Full Transparency: If a specific product includes direct fees or expenses, I will clearly explain them to you before you make any decisions.
- No Ongoing Fees: I do not charge ongoing asset-based management fees (like a percentage of your total assets).
- Conflict of Interest: Receiving compensation from providers creates a potential conflict of interest. I manage this by prioritizing recommendations based solely on your unique goals and risk tolerance.