We are a registered Mutual fund distributor and a registered Insurance distributor. We have also partnered with other financial services like loan originators. These companies pay commissions to us. You as a client will not have to pay us out of pocket for our services. That being said, our recommendations will not be based upon the commissions that we receive but on the suitability of the products to the client’s goals and needs. We believe in maintaining multi-generational client relations.
If you want to know more about the commissions, contact us.