If you care about your retirement income, the last thing you need is an advisor taking 1% of your portfolio...  

 




"Everything should be made as simple as possible, but no simpler"

- Albert Einstein


What do you need to work on?

Number 1

Your Portfolio

Personalize your portfolio with my 7 simple steps.

Number 2

Your Financial Plan

Check out Mr. & Mrs. Sample's financial plan.

Number 3

A Second Opinion

Get my free take on your advisor, plan or portfolio.

Show me the money...

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If you're like most investors in Massachusetts and New Hampshire, you probably haven't thought too much about how you should actually pay for financial advice

You should think about it. 

Believe me. 

You see, advisors are people and people tend to do what they get paid to do. 

It's just human nature. We respond to incentives. For example, many advisors will charge you a percentage of your portfolio. This approach looks harmless enough, but can be hazardous to your wealth...and your life goals.

Whether you're trying to figure out how you'd like to pay for financial advice - or you're already working with an advisor - you should check out my complimentary guide "4 Ways to Pay for Financial Advice in Massachusetts and New Hampshire."

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