About Our Services
Q: What services do you offer?
We provide personalized financial planning and investment advisory services, including retirement income strategies, tax-efficient investing, education funding, risk management, and legacy planning.
Q: Are you a fiduciary?
Yes. As an Investment Adviser Representative (IAR) with IFG, we are legally obligated to always act in your best interest. We are also acting as fiduciaries on all our retirement plans.
Q: Who do you typically serve?
We work with individuals, families, and business owners who value holistic, goal-driven financial guidance often those approaching or living in retirement, or navigating complex financial decisions.
Investment Management & Planning
Q: What is your investment philosophy?
Our investment approach is long-term, diversified, and rooted in evidence-based strategies. We prioritize risk management, cost-efficiency, and alignment with your goals and values.
Q: Do you offer tax-efficient investing?
Yes. We consider tax implications in our planning and portfolio construction, and we can collaborate with your CPA to create a coordinated plan.
Q: Do you offer socially responsible (ESG) investing options?
Absolutely. For clients who prefer to align investments with their values, we offer ESG and other impact-driven portfolios.
Fees & Engagement
Q: How do you charge for your services?
We are a hybrid investment firm. Our compensation can come from a percentage of assets under management (AUM) or commissions. There are some investments we do earn commissions on including insurance products and alternative investments.
Q: Will I be locked into a contract?
No. You are free to end our relationship at any time. We believe in earning your trust, not requiring it.
Q: What does the first meeting look like?
The initial consultation is complimentary. We’ll discuss your goals, financial picture, and whether we’re a good fit to work together.
Technology & Accessibility
Q: Can we work together virtually?
Yes. We serve clients nationwide through secure video calls, digital document sharing, and online account access.
Q: How is my data protected?
We use secure platforms and industry-standard encryption to protect your personal and financial information.
