Will you try to sell me investment or insurance while providing financial advice?

Absolutely not. We do not sell investment or insurance products, and are not associated with any third-party providers who do so. Because we do not accept commissions of any kind, clients can be assured our recommendations are not influenced by hidden financial gains to ourselves. For example, we can assist you in getting quotes from various sources for insurance products, such as life insurance and long-term care insurance. Then we can help you compare quotes and help you make decisions about the level of coverage that is appropriate. If you do not have an agent that you already work with, we can give you the names of two or three insurance agents or agencies. But we do not sell you insurance.

Likewise, when recommending investments, we have no financial incentive to advise you to purchase investment A versus investment B. We are paid the same. Our concern is what is in your best interest.

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