We help and advise financial professionals including CFPs, Investment Advisors, Insurance Agents, as well as CPAs on strategies to help their clients protect their income and wealth.
While some just seek our advice, others wish to have us engage directly with their clients.
How do you get paid?
There are 2 ways we get paid. First, we charge a fee for designing strategies for your client. The second way we get paid is by helping you implement the strategies.
What are your fees?
We have found that we are most valuable to financial professionals when their client’s net worth is at least $5Million. For design only services, our fees will vary based on complexity. For a more specific estimate, contact us with your case details. If you engage us in the deployment phase, our percentage would be dependent on the depth of the engagement. The more client facing, the higher the percentage.
Will you fly out to meet my clients?
Yes. If needed, we will fly out to meet clients in person.