Frequently Asked Questions

What services do you offer?

Our firm offers a variety of different retirement planning tools to help you navigate your financial journey towards retirement. We also recognize that planning extends far beyond retirement. We provide all-encompassing solutions designed to help you navigate all aspects of life, ranging from estate and legacy planning, life insurance, long-term care planning, retirement planning, income planning, and more. Click here to learn more!

What is your approach to financial planning?

Our team of experienced advisors is dedicated to working closely with our clients in creating a financial path that aligns with their goals, values, and vision for the future. We understand everyone’s situation is unique, therefore we work together to construct a financial plan that is easy to follow. The interactive app called “The Gasaway App” provides our clients the ability to view their plan at any time, from any location; along with step-by-step goals to help them achieve financial freedom. Click here to learn more!

Are you a fiduciary?

Our firm adheres to the Fiduciary Standard vs. the Suitably Standard. While acting as a fiduciary, we must act solely in our client’s best interests. We must set aside all other influences and do what is best for YOU. 

Advisors acting on a Suitability Standard are not held to the same level of commitment to their clients as fiduciaries. They choose what is suitable, but not necessarily what is in their client’s best interests.

How do you communicate with clients?

Our firm actively communicates with our clients to keep them informed and engaged every step of the way. We proactively contact our clients to provide insights on the market, offer free educational seminars, and one-one-one discussion about their financial future.

We do this by listening to our clients’ communication preference.

What is your investment philosophy and how do you select investments?

Our firm has a dedicated investment committee that consistently analyzes and screens funds for our models. Our models consist of low-cost ETFs and well-managed mutual funds. We are not tied to any fund family; therefore, we complete independent evaluations on performance, fund fees, risk/return metrics, manager tenure, and other factors to determine whether the investment is appropriate.