Choosing the Right Service
At New Stage Investment Group, wealth management is more than investments and planning. It’s personal financial management for the next stage of your life. We offer a unique client-service model focused on delivering a tailored level of service, delivered by our CERTIFIED FINANCIAL PLANNER™, Hans Reese, with regular ongoing communication. At a minimum, we will request an annual meeting, with regular check-in's for any changes in your life, and of course regular reviews of your portfolio and/or financial plan.
We don’t want to limit your options and choices at New Stage Investment Group, so we offer fee-based, hourly- or commission-based compensation models. While we prefer a fee based approach, we have the ability to make select allowances for clients who do not want to pay a regular fee, through the use of brokerage accounts. Additionally, a client can also engage us on an hourly basis or to complete a customized financial plan for a set fee.
You can choose what makes sense for your situation, not ours. Our model is to find the best one for everyone, regardless of his or her financial situation.
Check out Financial Planning