Financial Strategies has been a fee-only financial advisor since 1994. Working as fee-only advisors ensures we act in your best interests by removing the incentive of commissions from our compensation model.
Because we work for you and you alone, we have no incentive to recommend one investment or planning tool over another. We do not receive commissions, finder’s fees, soft dollars, kickbacks, referral fees, or split commissions from anything we recommend. Our only source of income is our advisory fee.
We believe this model ensures we focus on your situation, your dreams, and your investments – recommending what we believe is best for you, not what pays the most commission. Our fees are typically based upon a percentage of your assets, giving you additional peace of mind – knowing that we are economically tied to your success.