How are you compensated for your services?

Only after we have a firm understanding of your needs and goals, compensation for our services can take on one of these four forms:

• Fee – Fee for the engagement. This could be a flat fee or an hourly fee.
• Fee arrangement – Management fee based upon your assets.
• Commission – if there were a particular product that fit your situation, we would be able to implement a product where the product company compensates us.
• Hybrid – Combination approach

Each implementation strategy has its benefits and its draw backs. The key catalyst for making a decision is based on your situation.