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Frequently asked questions
The questions we hear most often, answered straight. Don't see yours? Get in touch — we read every email.
What types of investment services do you offer?
We provide comprehensive financial planning and investment management tailored to your goals and risk tolerance. Our team works with individuals and small business owners to build strategies that make sense for their unique situation.
How do you charge for your services?
We offer transparent fee structures based on assets under management and the complexity of your financial plan. We'll walk you through our pricing model during your initial consultation so there are no surprises.
How long does it take to get started?
Most clients can get up and running within 1-2 weeks after we've gathered your financial information and finalized your investment strategy. The exact timeline depends on how quickly we can review your documents and complete our onboarding process.
What should I expect during my first meeting?
We'll spend time understanding your financial goals, timeline, and comfort with risk before recommending any strategy. Think of it as a conversation where we ask questions and listen—we want to make sure we're the right fit for you.
Do you work with clients outside of Florida?
While we're based in Boynton Beach, we can serve clients in most states depending on your specific needs. Reach out and let us know where you're located, and we'll let you know if we can help.
How often will we review my investments?
We typically review your portfolio quarterly and rebalance as needed to keep you aligned with your strategy. You'll also have access to your account information anytime, and we're always available if you want to discuss changes.