1. Who can benefit most from your services?

2. What types of clients do you serve?

3. What kinds of investments do you consider when making portfolio recommendations?

4. How much money must I have in my portfolio to be able to use your services?

5. How is your firm compensated for the financial planning services you provide?

6. How much do you charge for your services?

7. What does the annual retainer for Tier 1 wealth management clients include?

8. Besides wealth management, what other services are available from your firm?

9. Do you offer tax, accounting, or legal services?

10. How do you bill your clients?

11. What is a Registered Investment Adviser?

12. What is the significance of the financial planners in your firm having the CFP® designation?

13. How do I get started?