Unbiased financial advice can seem like it's hard to find with all the different products and platforms out there. Our goal as Maestro Associates is to simplify that search by utilizing a fee-for-service approach to your financial plan. This unique approach charges a flat fee up front, based on the complexity of the planning involved, in order to create a fully comprehensive and holistic plan. This has a big advantage of traditional planning approaches that require you to either buy a financial product or buy into an assets under management (AUM) platform. With the up front fee charged, your financial planner no longer has a need to sell anything in order to be compensated--which means that the advice is based on what is best for you and your plan and not based on fees, commissions, or AUM compensation.
If you are looking for a financial planner/adviser who will work with you closely throughout the years to help you achieve all of your financial goals, please reach out and set up a time to meet. We would love to share with you how we work, what makes this approach so much different than what you are used to, and how we can help you achieve all of your financial goals more effectively than traditional approaches.