Frequently Asked Questions

1. What do you need in order to complete my financial plan?
2. What is the cost to prepare my financial plan?
3. Can I change my username and password to login to your website?
4. What do you need to prepare my income taxes?
5. What is the cost to prepare my income taxes?
6. What is fee-only wealth management and how is it different from the rest of the financial industry?
7. How often do you keep us informed on our portfolio?
8. Can you help me with estate planning?
9. How can your accountants help me if I am in another state?
10. Where are you located?
11. How many individuals will be managing my portfolio?
12. How are you compensated?
13. What are your management fees?
14. Are management fees paid to you tax deductible?
15. Does it cost anything for an initial portfolio analysis?
16. What kinds of investment vehicles do you use in your portfolio management?
17. Do you hold my investments?
18. What should I bring to our first meeting?
19. Can I see my portfolio/accounting/tax reports on your website?
20. Is my data stored online safe?
21. How do I start a business?