October 9, 2015

Cost of a Strategy Session

LEAP ModelThere is NO FEE, CHARGE, or OBLIGATION for a financial consultation. It is easy, enjoyable, and fun. Everyone should have the opportunity to see if they can improve upon their financial position without any up-front costs or charges.

In our experience, we found that Americans want the kind of relationship with their financial professional that entails no pressure, no sales hype, no fees, and no predetermined glossy boiler-plated reports. They want an accurate and honest appraisal of their financial situation that is comprehensive and uses a macro-financial model. They also want to participate in the planning and wealth building process.

Then how do we get compensated?

If you decide to implement any part of your financial program, or need a particular financial product to meet your needs, wants and desires, we can help you implement these various financial products and services. Because Citadel Wealth Management is a Registered Investment Advisor (RIA), we can either be compensated by a fee or a commission,  all of which is disclosed to you.  Our process focuses on wealth building and protection and does not focus on any one particular product.