We're pleased to announce a revolutionary new way to work with a financial planner: the nVestor LifeCycle® Planning Program! Many families know they need financial help, but either don't know where to go and who to trust, or just can't pay the usually extremely high prices many planners want to charge. If you're an "average"
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