How to Save Money on Financial Planning

June 9, 2025 by Richelle Hofer

A couple saving money with their flat-fee financial planner

Because “you get what you pay for” doesn’t mean you have to overpay. Let’s be honest: No one wants to hire the cheapest brain surgeon. Or trust the lowest bidder to build their dream home. And when it comes to your life savings? Same idea. You want good advice, thoughtful strategy, and a team who’s … Read more

Why you should consider a FLAT FEE advisor

January 19, 2024February 24, 2023 by pbrinks

How much are you paying your advisor? For many people, their investment fees are one of their biggest budget items. And yet, hardly anyone knows how much they’re actually paying! Sadly it can sometimes be difficult to figure out. There are often many “layers” of fees. Investments themselves have “internal fees” and usually your financial … Read more