FREQUENTLY ASKED QUESTIONS
Our compensation is exclusively from our clients. Financial Connections is a fee-only firm. We accept no commissions or any other compensation from any of the investments we recommend. We are fiduciaries – putting our client’s interest first.
Depending upon the type of relationship you want with Financial Connections, we offer:
We offer two investment services.
Financial planning is a process that changes as your life changes. We prepare a review and analysis that can cover any or all the following areas:
Diversification is the combination of various asset classes in a portfolio. It may include:
We use a combination of passive (index style) and active (stock selection) investments. We view this as part of diversification. Depending upon your stage of life and what the portfolio needs to do for you, we review volatility (market fluctuations), distribution requirements and years of growth available to absorb market downturns.
Dimensional Funds Advisors (DFA), Vanguard and T. Rowe Price. We prefer these companies because of their corporate culture, low expenses in their mutual funds and the longevity and quality of the fund managers.
Take the first step to articulating your future with our financial planning and investment services. When you’re ready, we can offer assistance transitioning to retirement.VIEW ALL SERVICES
January 09, 2023
FOSSIL FUEL AND ESG INVESTING HOME PROJECTS? 2022 THANKSGIVING CARD DONATION TALLY CURRENT CIRCUMSTANCES HARVESTING TAX LOSSES
No Hidden Costs. No Referral Fees. No Commissions.
As a fiduciary, we put our clients' interests first. Our compensation comes exclusively from you. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals.Download the fee schedule Download Disclosure Form ADV Parts 2 & 3