Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or feeds outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees. Any discussion of taxes is for general information purposes only, does not purport to complete or cover every situation and should not be construed as legal, tax or accounting advice. Estate planning services are provided working in conjunction with your estate planning clients should confer with their qualified legal, tax and accounting advisors as apprpropriate.
