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 will be your first stop for any financial questions. Think of us as your resource library. If desired meeting annually with your adult children. Our fee is an annual retainer, depending on the complexity of your situation.
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:
At the end of your financial plan, we will include a list of Next Steps to take. If you would like our help working with you to implement the plan recommendations, we will provide a quarterly “To Do” list for us to work on together. It will be a fixed fee, based on activities required.
We offer two investment services.
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