15 Minutes Can
Change Everything
NO COST - NO STRESS - NO OBLIGATION
SEE WHAT YOU'RE REALLY PAYING
IN INVESTMENT FEES
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Most people don’t fully understand how much they’re paying in investment fees - or how those fees affect long-term results.
Even small differences can add up to tens of thousands of dollars over time.
Our complimentary Fee Audit gives you a clear, straightforward breakdown of your investment fees and what they mean for your financial future.
No pressure. No obligation. Just clarity.
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Our mission is
to enhance people's lives by helping them make better use of their money
ARE YOU INTERESTED,
in keeping more of your own money?
YOUR
FEE REVIEW
Our Not Just Pocket Change report will give you an understanding of the fees you pay, the options available to lower your fees and the impact this difference has on your retirement
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Everything is explained in plain language, using real numbers -
not jargon.
WHAT'S IN
IT FOR YOU
While you may not work with us or need our services at this stage, you will get a report with an eye-opening overview showing you how much more of your own money you could be keeping
WHY DO
WE DO THIS
Unfortunately, the industry does not make it easy to understand your fees and many times you are not seeing the full costs
you are paying.
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In working with our clients, we believe in providing a fairer (lower) fee while delivering exceptional client service
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SOME COMMON QUESTIONS
Is the fee review really free?
The fee review and intro call are completely complimentary, with no obligation to move forward.
There are 3 options to choose from.
What do I need to provide?
Typically, recent investment statements are enough. We’ll let you know exactly what’s helpful ahead of time.
How much time will it take?
Minimal time from you.
It just takes 10 minute to ask any questions to significantly help improve your financial well-being
Who is this for?
This is ideal for anyone who wants a clearer understanding of their investment fees and overall strategy.
What happens after I get the report?
You decide. Some people move forward with planning or investment changes, while others simply use the information to better understand their situation
Can I do this virtually?
Of course. We are available to meet in person, but most people initially want to connect virtually (and we would email you your report) - you can choose the
option that is best for you
For more answers about how we work with clients please visit our FAQ Section
FEE TRANSPARENCY REPORT
A general overview of fees and how they affect
long-term results.
RETIREMENT IMPACT REPORT
You can provide one investment you hold and you will see the significant difference a lower fee has on theexact same holding
COMPARISON
REPORT
You can provide your statements and will receive a detailed overview of your fees and the impact lower fees have over the long-term.
WHAT YOU WILL GET
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A clear breakdown of your current investment fees
An estimate of how fees impact your long-term outcomes
Insight into whether your fees align with the value you’re receiving
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A better starting point for future financial planning​
You could be holding the exact same investments, pay less and keep a significant amount more of your own money!
THINK ABOUT IT
This review is completely complimentary
and comes with no obligation.
Some clients move forward with changes, others simply appreciate having a clearer understanding of where they stand.
​At the end of this process, take a moment to ask yourself: are you truly getting value for the fees you’re paying?
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There’s never any hard sell or pressure to “move forward”.
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Either way, the choice is yours.​
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While fees should never be the only factor in your financial plan, it’s important to recognize that even a small adjustment can make an enormous
difference in your retirement.
With a clear understanding of the details, you’ll be empowered to make more informed decisions - decisions that could mean tens of thousands, or even hundreds of thousands of dollars staying in your pocket over time.