One of our goals is to bring value to our clients and the public by sharing what we know about wealth management and investing. A week does not pass when a new client comes in with a mess of funds with no purpose surrounded by high fees. Each time this happens, the new clients don’t have a clue regarding what they are really paying in hidden fees. After we explain the hidden expenses of their investments to them, there is no hesitation to what the appropriate course of action should be. Finding low cost, high quality investments using a process just makes sense.
Our president, Kevin McNab, recently wrote an article published in ColoradoBiz Magazine.
When it comes to the cost of your investments, ignorance is not bliss, and knowledge is power. The stakes, your children’s college education or your retirement, are simply too high to allow inflated expenses to eat away at your return…READ MORE!