A journey is a long-term event and we want to be your personal financial guide along the way. We will coordinate your investments to align with your true financial needs and coordinate your other needs with appropriate professionals such as attorneys, accountants, banking/lending institutions, and insurance agents.
We have access to local Trust Services also and can coordinate those needs. We will go with you to these meetings to help ensure goals match up with services. There is no additional fee as our services are comprehensive.
We have access to local Trust Services also and can coordinate those needs. We will go with you to these meetings to help ensure goals match up with services. There is no additional fee as our services are comprehensive.
Services
Fee-only investment management means that our economic interest is aligned with the client's best interest. When we have good years, we all benefit together and when we have more challenging years, we all share this burden together. We receive no compensation except directly from our client. All fees are debited quarterly in arrears from client accounts.
Financial advisers are compensated by either selling you commission products like annuities, insurances, and mutual funds or by acting 100% as fiduciaries. In a commission sales relationship, your interests are not necessarily represented first and foremost. In a fiduciary relationship, your interests come before anything else - that's the fee-only difference.
Greetings from Huston-Fox Financial Advisory Services. We hope you are looking forward to a pleasant fall and holiday season. For clients who have not yet taken their 2018 Required Minimum Distribution (RMD) from their IRAs, we will be in touch soon. If you need help with IRA contribution information, please let us know.
Greetings from Huston-Fox Financial Advisory Services. We hope your spring season is moving forward in spite of Mother Nature's best attempts to keep us in hibernation. The U.S. stock market started off 2018 moving higher only to retreat lower in February and March. Stock and bond markets seem captivated with what has become a hyper-sensitivity to economic news.
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