One of the challenges we've had with being a fee-only financial advisory firm is that we cannot take care of our clients' insurance needs ourselves, because insurance nearly always pays a commission and we've vowed to keep commission-related conflicts of interest out of our business model. While we don't believe all commissions are "evil", or
S&P 100 Index Stocks
Subscribe to receive updates!
Schedule time with us
Have questions about your own financial situation? Want to discuss your retirement, college, estate, or other planning needs?
Search our site:
- FREE E-BOOK for beginning investors July 8, 2019
- Statement on the SEC Regulation BI (Best Interest) June 12, 2019
- Client Reminder: In-Person Appointments in Texas June 22-26 June 10, 2019