Why Paying A Fee for Planning Is A Good Thing: Case Study

Nervous about paying a fee when you sit down with someone? Why is it that some advisors are free and some charge? Listen to this case study to find out why we charge a fee to meet and why it is beneficial for you to pay! We believe free advice is free advice. In our industry, someone sitting down with you for free is most likely a young advisor with minimal experience or a commission based advisor looking to provide you with a product. We charge a fee because that is how we make a living, with fees. We do not look to make money from providing products. Not all advisors who will meet you for free is bad but we do believe you get what you pay for.