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  3. Fee-Only Financial Planning

Fee-Only Financial Planning

We work on a fee-only basis with our clients. We do not accept commissions, transaction fees, or any other "soft-dollar" compensation from any source. With this arrangement, you will always know how we are being compensated while we work with you. As a Registered Investment Advisor, we disclose our compensation to you, in advance, so there are no surprises. Many other financial professionals do not have to disclose compensation to you. Others simply hide the way they make money in a prospectus or annual report. Not us. We do not work for any bank, insurance company or brokerage firm. We work for you - and you should know exactly how we are being compensated!

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Fee-Only Financial Planning

Wealth Management

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  •   1201 South Veterans Parkway Suite A, Springfield, Illinois 62704
  •   (217) 698-4844
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