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For retirement planning, college savings, tax strategies, mortgage, and more, here are some calculators to help with your financial planning
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FAQ
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Do you sell your own company’s products or investment funds and if so, how I can be convinced they are the most suitable products for me?
We are independent advisors, our advice and recommendations are objective. We are not required to sell proprietary products. We educate you on various options to support your decision. You have the freedom to choose whatever product you see fit.
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What fees do I pay now and how much do I pay on an ongoing basis?
This depends on the products or services you choose. If you enter into a financial planning agreement, you will pay a flat fee every year (which you could choose to pay monthly if that works better for your budget). If we manage your assets, you would pay a percentage of those assets under management. For insurance products, we are paid a commission by the insurance company so your fee would be factored into what you pay for the insurance.
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How is this service delivered – is it face-to-face or remotely, by email or telephone?
We work with you in the capacity and mode that you prefer.
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What level of professional qualifications do you have and are you qualified in any specific areas where I want advice?
Ann holds her CERTIFIED FINANCIAL PLANNER® designation, FINRA Series 7 and 63, and life & health insurance license. Emily holds her CRPC®, FINRA Series 7, 6, 66, 63, and life & health license.
More than a ‘Financial Advisor’ we are qualified ‘Financial Planners’. We offer comprehensive service including: retirement planning, college education planning, legacy planning, risk management, cash flow management, and investment planning.
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How long has your company been in business and how big is it?
Our team has been in practice and affiliated with North Star Resource Group has more than 150 Financial Advisors in 23 states, as of December 31, 2018.
Confidere Financial is a close-knit practice led by Ann & Emily. North Star Resource Group has more than 150 Financial Advisors in 23* states.
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Will I always see you or will other people in your company look after me as well?
Ann and Emily are your primary team of advisors. There may be opportunities for our staff team to be in touch.
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How often will you review my portfolio?
We meet with clients at a minimum of 1-2 times per year. Some clients may prefer to meet more often given the complexity of their plan and investments. The choice is yours.
