frequently asked questions
FAQ'S
- A clear layout of your investments, net worth and cash flow.
- Investment recommendations based on your unique goals, time horizon and risk tolerance.
- Suggestions for maximizing your financial situation.
- Strategies to mitigate your tax obligations.
- An understanding of any gaps in your financial picture.
- Recommendations for how best to preserve your assets and family.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk
Yes! We are headquartered in Connecticut however we have clients located across the United States.
We firmly believe financial advice should be available to everyone. We work with clients who are just starting out on their financial journey all the way through to High-Net-Worth clients with more complex planning needs.
Studies show that a vast majority of do-it-yourself investors drastically underperform the markets over the long-term. Because of this, we do not offer hourly financial planning or any other pricing model that encourages clients to implement a financial plan and/or manage their wealth on their own. Our advisory fee includes your annual (or as needed) financial planning.
Yes! You you will have a secure website log-in to view your account. We have provided a link on our this website. Additionally, you can download the Account View App.
During the introduction meeting we'll determine if you're someone whose life we can impact in a meaningful and positive way. Likewise, you can determine if we are the type of advisor who you'd like to work with.
As Investment Advisor Representatives, we are fiduciaries for our clients. We owe our clients a duty of undivided loyalty and utmost good faith.
There is no fee for the introduction meeting. The introduction meeting is simply a chance for us to meet and determine if we are the right fit for each other.
