FAQs

Explore Your Options

Our CERTIFIED FINANCIAL PLANNER™ professionals understand that you may have specific questions when it comes to making important decisions about your future. Here, they answer some of the most frequently asked questions to give you more information about our firm and the vital work that they do.

About Retirement Investment Advisors
+
You say your firm is “conservative.” What does that mean?
+
How will you arrange my investments to meet my need for income and growth?
+
What is your firm’s investment philosophy?
+
What does “fee-only” mean and why has your firm chosen this compensation method?
Finding the Right Advisor
+
How do I find the best financial advisor for my needs?
+
What is a fiduciary and what is the fiduciary duty?
Beginning to Plan for Retirement
+
Should I invest in stocks and mutual funds? Are those good investments?
+
What is the difference between a Roth and a traditional IRA?
+
How much should I have in an emergency fund?
+
I may be inheriting some money. How do I decide what to do with it?
+
What is the best way to save for college for my children?
Legacy Planning
+
How do I know if my money is going to last into retirement?
+
I have $100,000 in savings. What steps should take to invest for my future?
+
Should I pay off my credit cards before investing in a 401K?
+
What should I do with the retirement funds from my previous job?
+
Is Social Security something I can depend on for income when I retire?
Market Expertise
+
What is inflation and how does it impact planning for my retirement?
+
What should I do if the experts say the market is going to go down?
Ready to Get Started?

So are we. Contact us today and we’ll be off and running.