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.
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