Many people, despite being very successful in their professions, do not have the interest, the expertise, or the time to be successful as long term investors. You should seek assistantce from a Fee-Only Financial Advisor. You do not need a salesperson. 3% of money managers each year beat the stock market averages. The rest do not. Do not pay commissions, and pay as little as possible in "managemant fees".
North Lake Tahoe Financial Services provides investment recommendations after completion and review of a written financial plan. This helps to ensure that the recommendations are suitable for your situation, and for the acheivement of your goals.
For assistance in selecting and monitoring your investments my fee is based on a simple hourly rate. This makes it possible for you to recieve professional advice about any type of investment that will help you prosper. With respect to mutual funds, I recommend owning regular shares, not the "advisor shares" favored by many investment advisors. You will know exactly how much my services cost you, and will not be subject to the added encumbrances and costs associated with most investment advisor products.
As my client you are responsible for any expenses incurred by your investments to a fund family, brokerage, or other entity used in the management of your investments. I do not work for, and I am not compensated in any way by any investment company or other entity used in selecting and monitoring clients investments.
Before recommending investments to you, I must provide you with a copy of part 2 of my ADV for the Secretary of State, State of Nevada, with whom my company and I are registered. I can not guarantee the performance of any investment vehicle.