Frequently Asked Questions

We can use qualified custodians such as TD Ameritrade, Fidelity, Charles Schwab, etc. to hold our client’s accounts. Charles Schwab is currently the custodian we primarily use.

Although an exception can be made, we generally feel a potential client should have more than $100,000.

We offer a complimentary introductory meeting that allows us to get to know each other, learn about your goals and aspirations, and determine if we are a good fit for each other.

We are located in beautiful Teays Valley, WV and our address is 18 Chase Dr, Hurricane, WV 25526.

Yes. We have clients located in our area but many live in different parts of the country. We can hold virtual meetings utilizing the latest technology and also have routine discussions on the phone.