Are you a fiduciary?
Yes. Fiduciaries must work in the best interest of the client. As a CFP(r) professional, Leslie Beck must act as a fiduciary whenever providing financial advice.
How do you get paid?
We charge a flat fee for our financial planning work, based on the complexity of your situation and the amount of time we anticipate the plan will take. This fee will be quoted upfront and agreed to before any work begins. Additional fees will be incurred if you decide to implement your plan with us, including asset management. Please ask for a copy of our Form ADV to learn more about our compensation.
Who is your typical client?
Our clients run the gamut from retirees to those just starting out. We work best with those who appreciate the importance of communication and participation in identifying and achieving their goals. We work in a collaborative mode - results inevitably reflect our mutual efforts.