It’s an important question you should be asking. But it’s also a question that should be asked within the context of another equally important question:
“What is my advisor doing for me?”
We believe that it is always important to understand what you are paying for and receiving in return – after all, we are financial advisers. This is why we place so much importance on communicating the full range of services we provide to you and the value they bring to your life.
It should be simple and stress-free to understand exactly what services you’re paying for and why. At FPR, we offer a competitively-priced, tiered advisory fee based on portfolio size. We’ve designed our fee structure in such a way so that it makes your best interest the highest priority.
There are no incentives on our end to make non-secure trades that would jeopardize the long-term health of your portfolio. We’ve found that this helps builds initial trust, which is then consistently strengthened through interaction with our integrity-driven team.
Our team is dedicated to helping you make the life you want possible. We authentically engage with you and get to know you, your family, and your personal values. Knowing how to apply the context of your life situation toward planning your financial future requires both time and experience.
Financial Planning Resources provides both of these valuable resources and diligently works with you to design a customized Financial Road Map that includes saving, spending, and investment strategies that are all specifically tailored to your life and the future you want.