How are we compensated?

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We are compensated by any fees generated from our financial planning or consulting services. Furthermore, we are compensated based on any products you choose to implement through us (insurance, mutual funds, etc.). We are NOT incented in any way to recommend one product over the other. Our broker-dealer, LPL Financial, does not offer any proprietary products, and does not own a mutual fund or insurance company. This being said, we truly are independent and have the ability to offer you cost-conscious strategies to help you follow through with your goals.

 

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