Do I need financial planning, investment advisory or both?

What is your investment style?

What are your fees?

Who will I work with?

How do I learn more about your firm?

What is a CFP?

What is a RIA?

What does fee-only mean?

Are there any hidden fees charged by your firm?

Do you accept referral fees?

Will you work with my professionals?

Who is your typical client?

Where will my assets be held?

Making the simple complicated is commonplace;
Making the complicated simple, awesomely simple... That’s creativity

Charles Mingus