Do we sell financial planning products, such as mutual funds, insurance and tax shelters?
No. We are fee only planners and therefore do not sell any products. Products must be purchased by clients from other sources. We will suggest investments you can make without paying commissions and guide you in your purchase. We are listed financial advisors with Charles Schwab and Co., Inc., a discount broker. You may choose to set up accounts through Schwab, or any other brokerage firm of your choice.
