Our team must first create your financial statements, perform a risk assessment, project your lifetime income needs and review your tax picture before we invest.
Qualifier: We may use, on a rare occasion, a loaded share fund or charge a commission, but only if this is in your best interest and more affordable than a fee-only approach.
We meet with our clients a minimum of twice a year.
More information can be found at the Allegheny Investment, Ltd. website.
James AlexanderCPA, CFP®
Jason BolenCPA, CFP®