News & Articles

Searching for a fee only financial advisor in Ohio? I will share some thoughts on why a Flat Fee financial advisor is the best Fee Only option.

Insurance is a changing! The frequency of how often your financial advisor should be reviewing your home and auto policies is changing too.

I get asked what exactly is a flat fee financial advisor. Here I share a quick explanation

I share some thoughts on the four main ways to pay for financial advice,

When should you reach out to me? Here I share a few thoughts.

Is it better to pay your financial advisor a fee based on a percentage of your assets? Or a flat fee based on their knowledge, experience and the services you receive? I share some thoughts