I understand the benefits of working with a Fee-Only financial planner, but I might need to obtain financial products. How will I be able to do that?

Answer: As an independent financial advisory firm, we do not sell financial products. We will offer specific recommendations and opinions regarding the purchase of the various financial products that may be appropriate for you. So, if you need to obtain an insurance policy or a new mortgage or find an estate planning attorney, we can direct you to the resources you need to help you obtain these products and services.

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