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Questions with Confidence

Frequently Asked Questions

What Is Beyond Tangible Wealth?

We are a fee-only, registered investment advisor.

This means only clients pay fee-only financial planners like us. We never receive any commissions, sales incentives, bonuses or special perks from insurance companies or other financial service entities for selling their products. This allows us to make recommendations that are in your best interest.

Why the name Beyond Tangible Wealth?

We believe Financial Planning should go beyond the tangible goals.

Financial Planning should focus on the intangible core value system of each individual in order to sustainably accomplish your tangible goals. 

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