Our Services

How I May Be Compensated

Planning Fees: Clients with multiple financial goals may benefit from a comprehensive financial analysis that includes the following modules:

Cash Flow and Net Worth
Savings and Investments
Asset Allocation Analysis
Income Tax
Education Funding
Retirement Planning
Life Insurance
Disability Insurance
Long Term Care Insurance
Estate Planning

The fee range depends upon the number of modules that are included in the plan and the number or hours involved in preparing the analysis.


Asset Management Fees:

Many clients prefer a single fee, paid quarterly, rather than commissions on each transaction.


Commission Based Products:

Stocks, Bonds and Mutual Funds may be purchased in traditional brokerage accounts with commissions charged per transaction.

Life Insurance & Annuities are offered through AXA-Equitable as well as AXA Network. A portion of the insurance premium is paid to the advisor as compensation.