FAQs

I'm not a federal employee, doctor, or in the market for college planning. Am I a good fit for Bobb Financial?

Maybe. I work with people across all industries. I want to work with good people who value my advice! This is the most important quality I look for in client relationships. 

I don't have any assets to manage, can you help me?

Yes. Planning isn't just for asset management but also cash flow, savings goals, and debt management.

Why did you make the decision to go the fee-only route?

This is something that I contemplated for a long time, and ultimately came down to me deciding fee-only is the best way to do business from a client trust perspective. There has been a lot of abusive sales practices in the financial industry, most of which revolve around selling products for high commissions. Fee-only eliminates those conflicts of interest.

How do you get paid?

I get paid one of two ways, either by a fee of the assets I manage or a flat fee for advice. You will always know ahead of time what the fee for planning will be, or at least a very close estimate. NO COMMISSIONS AND NO HIDDEN FEES

Do you believe everyone needs a plan?

The short answer to this questions is yes. For some people a plan may be very simple, yet for others it could be very complex, but I believe having a plan is the best way to reach a goal.

What if I'm not happy about your service?

Great question that I hope doesn't happen! But if it does, we can part ways with no fees or penalties.

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