what makes us different

What would you do with an extra $83,939 in retirement?  

Buy a luxury car or vacation property?

Take 10 cruises for 2?

Buy an RV and hit the open road?

On a total investment of $100,000 over 30 years (earning an average 6% per year) an investor paying 2% in fees will earn 

$235, 755. Sounds pretty good right?

What if we told you that reducing the fee to 1%, your investment could grow to $310,694?  

 Comprehensive wealth management can result in value of 2.88% 

According to Investment Executive,  an independent study pegged the value of an advisor who performs comprehensive wealth management at 2.88% in 2020.

That's almost 3 times the 1% fee that many advisors charge. It is also true that investors that worked with an advisor faired better and saved more, especially in times of volatility.

Why Choose?

When faced with two seemingly contradictory choices, we say "Have It All".

Why not reap the benefits of both low fees and expert advice?

We can't quote any long-term stats on the effects of low fees combined with advice (it's too new), but we are confident that this new approach will go a long way in helping you achieve your goals.

Our Director of Client  Success (in cartoon form)

Advisor Chris is the head of the Finstepz team and a real life financial professional with  25+ years experience in a traditional advisor role. He has worked with investors of all ages, from first-timers, to those already in their retirement years. Chris is well-versed in all aspects of financial service, including insurance, investments, banking, estate planning, guaranteed income and financial planning. 

He also sees the value of embracing the future.