Implementation Fees.

Welcome to part two of a three part series on FEES. Time to be perfectly frank, implementation fees ARE the commissions slapped onto a particular product, which are meant to entice the planner to SELL, SELL, SELL and in a world where there hasn’t been an upfront financial planning fee charged and a client hasn’t […]

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Upfront Financial Planning Fees.

Welcome to part 1 of a 3 part series on FEES. Upfront financial planning fees are not those ridiculous commissions slapped onto a particular product which you as the client never actually see and enticed me as the planner to SELL, SELL, SELL. Neither are they the upfront percentages deducted off of your investment before […]

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The Risk Profile Analysis…

If you read my first blog post you would have noticed I have some pretty harsh views on the industry’s tool used to determine your risk tolerance, and in turn the return you should accept FOR THE REST OF YOUR LIFE. (Okay, maybe not the rest of your life, but at least for this investment […]

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