Question 1

How do you charge for your services?

Accepted Answer

Before any business is conducted, we're fully transparent about cost. We provide every prospective client with a clear breakdown of what to expect: no hidden investment fees, no sales commissions, and no surprises.

For financial planning, we charge a flat-fee based on the complexity of your situation and the level of time and attention required. This isn't hourly - instead, we use a standardized rubric to determine the cost of a 12-month planning engagement. That includes the delivery of a custom financial plan and ongoing access for meetings, updates, and advice throughout the year.

For investment management, we charge a fair and competitive all-in advisory fee based on the assets we manage for you. The exact rate depends on your portfolio size, accounts involved, and the level of service you need - but everything is disclosed clearly up front, so you'll know exactly what you're paying and what you're receiving.

Question 2

What services do you provide?  What are your specialties?

Accepted Answer

My specialty is financial planning - focused on what the client is most interested in. My team and I provide comprehensive financial planning and investment management tailored to each client's goals and life stage. Our services include retirement planning, investment management and advice, TSP and 401(k) rollovers, tax-aware investment strategies, education funding, insurance analysis, estate planning coordination, and overall cash flow optimization.

We specialize in helping federal employees, growing families, and professionals who are looking for more than just portfolio performance - they want clarity, structure, and long-term guidance.

Question 3

What financial institution(s) do you represent?

Accepted Answer

My firm and I are not represented by - or married to - any investment or insurance company, we operate with virtually unlimited flexibility. That means we match the right solutions to each client, not the other way around. We don't sell proprietary products - our advice is fully independent, personalized, and always in your best interest.

We custody our assets with Fidelity, one of the most respected custodians in the industry. Their technology, tools, and support allow us to deliver a smooth, secure, and modern client experience.

Drew Leisure