Can we do fee-only planning without products?

Yes fee-only planning is an option. Or if we implement the plan, we absorb the time ourselves without billing. If you’re asking this question because you have financial matters in place, we can focus on the comprehensive planning to guide or confirm your decisions, illustrate your safety ahead, the gaps or issues you want to resolve, the targets you want to reach, and relevant insights for family, business, and future estate, along with how your current team fits with your life-, wealth-, and estate-planning.


2019-03-18T14:41:29-04:00February 27th, 2019|