What does it cost?

If this isn’t the first question you ask a financial planner, it should be. Whenever you buy life insurance, stock, or open a banking account, there are fees, or commissions, involved—even if you don’t see them. And it doesn’t matter whether you make your purchase directly with a financial advisor or over the Internet: the fees are still there.

William Green is paid through fees/commissions, but these fees won’t come out of your pocket. You won’t be charged for meeting with him whether you meet two or twelve times to discuss your financial outlook.

That’s because William focuses on your financial plan rather than financial products. He will spend as many hours as it takes reviewing your financial portfolio and making suggestions to maximize your money.   He scours your financial documents for dollars that can be converted from financial waste—excessive fees and unneeded coverages—to wealth. Only when you choose to purchase William’s suggested financial products and protections will he receive payment for his time. That payment is built into the product—it’s doesn’t come out of your pocket.

Best of all, these fees are captured on The Living Balance Sheet®, along with interest rates, income taxes, deferred taxes, potential capital gains, accounting costs, and conflicting cash flows. The result is an accurate reflection of your overall financial picture.

You’d better shop around…

William is an independent financial advisor, meaning that he is not tied to a specific company but has the benefit of comparing features and costs of numerous financial products. In other words, he shops around to find you the best price and features for your money.