Financial Planning

We Are Different

Fee Only – NO Commissions

We do not receive any commissions. None.

We only charge a small monthly fee that includes all our services. Fee-only means our interests are aligned with your interests. Since we are fee-only, we can choose the best, low-cost investments for you.

Some of the fees and compensation other financial advisors and brokers receive are called sales load fees, contingent deferred sales charges, 12b-1 fees, revenue sharing fees, transaction fees, commissions, mark-ups, mark-downs, service fees, trail commissions, renewal commissions, new account bonuses, milestone bonuses, travel awards, etc.

We don’t receive any of those fees. We only charge a small monthly fee that includes all our services. Because we do not receive any commissions, we can choose from hundreds of investments. This freedom to choose allows Storehouse to find the very best investments for your portfolio in the current market climate. We are not limited to any one family of funds or any specific investment product, but can choose those investments that are in the best interest of our clients based on age, personal financial status and risk tolerance.

 

Monthly Account Evaluation and Rebalancing

We evaluate all our client accounts monthly. Not yearly, not quarterly, or “never”, but monthly. We change your investments and rebalance them as needed to reduce risk and achieve a better return. We choose investments that help you achieve your goals. Then, every month, we review your investments and make changes for you.

Storehouse will:

  • Move your assets into the best performing sectors of the economy (both foreign and domestic)
  • Rebalance your account monthly according to your personalized investment plan
  • Reallocate your portfolio to reduce bear market losses

 

We Are Fiduciaries

A Fiduciary is required to act in the best interest of the client even to their own personal detriment. Our professional organizations and government regulatory agencies require us to act in our client’s best interests and to avoid and disclose all potential conflicts of interest.

 

Retirement

Storehouse Financial offers a number of tax-deferred and tax-free savings options.

Retirement Planning

Achieving retirement goals requires careful planning. Storehouse will help you develop a retirement plan that matches your personal financial goals and objectives.

Tax Planning

Understanding the laws and regulations and can help you minimize the effect of taxes on your earnings and savings.

Estate Planning, Wills, Trusts or Power of Attorney

Preparing for the future means planning for change. Whatever your goals, it is important to make the right choices.

Insurance Counseling

Understand how much insurance you need, and how much you should pay – without the conflicts of interests.