I am compensated through either fees or commissions. Investments can be managed as a fee for assets under management, or by commissions, depending on which is most suitable for you.
Insurance products typically pay a commission.
A comprehensive, written financial plan has a flat, one time fee that covers an info gathering meeting, hours to finalize the plan, and a meeting to present the plan to you.
While a comprehensive plan would allow me to better serve you, it is not obligatory. I can still assist you with your investment and insurance needs.
You bet! I have fixed flat fees for investment or insurance planning work without you purchasing either from me.
You'll start by scheduling a 20-minute complimentary consultation. We will discuss your goals, why you are seeking the help of a Financial Advisor, and if we would work well together. It's important that you feel that I'm the right fit for you.
Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, HI, ID, MD, NE, OR, SC, WA. Fixed insurance services offered through Stefani Iverson.
Cambridge and Living Tree Financial Consulting are not affiliated.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.