{"id":1419,"date":"2025-12-19T10:39:09","date_gmt":"2025-12-19T10:39:09","guid":{"rendered":"https:\/\/dev-box.info\/insight-wealth\/?page_id=1419"},"modified":"2025-12-19T11:42:19","modified_gmt":"2025-12-19T11:42:19","slug":"faq","status":"publish","type":"page","link":"https:\/\/dev-box.info\/insight-wealth\/faq\/","title":{"rendered":"Frequently Asked Questions"},"content":{"rendered":"\n\t<section id=\"accordions-69d65cc4952ce\" class=\"component accordions accordions--split pt-xxl-20 pt-md-16 pt-10 pb-xxl-20 pb-md-16 pb-10\" style=\"\" data-bs-theme=\"dark\">\n\n\t\t<div class=\"container \">\n\n\t\t\t\n<div class=\"row accordions__row\">\n\n\t\n\t\n\t<div class=\"col accordions__col text-start\">\n\n\t\t\n\t\t\n\t\t<h2 class=\"accordions__header h2\">Financial Planning FAQs<br \/>\r\n<\/h2>\n\t\t<div class=\"accordions__text \"><p >Here are the answers to few questions our financial advisors are commonly asked:<\/p>\n<\/div>\n\t\t\n\t<\/div>\n\n\n\t<div class=\"col accordions__col\">\n\n\t\t\n\t\t<div class=\"accordion\" id=\"accordion-69d65cc495b12\">\n\n\t\t\t\n\t\t\t<div class=\"accordions__item col\" >\r\n\t<div id=\"accordion-heading-69d65cc495c9c\" class=\"accordions__header\">\r\n\t\t<button\r\n\t\t\tclass=\"accordions__btn collapsed\"\r\n\t\t\tdata-bs-toggle=\"collapse\"\r\n\t\t\tdata-bs-target=\"#accordion-collapse-69d65cc495c9c\"\r\n\t\t\taria-expanded=\"false\"\r\n\t\t\taria-controls=\"#accordion-collapse-69d65cc495c9c\">\r\n\t\t\t<span class=\"h5 my-3\">\r\n\t\t\t\tHow are you compensated? How will I pay for your services?\t\t\t<\/span>\r\n\t\t\t<span class=\"accordions__icon\">\r\n\t\t\t\t<i class=\"accordions__icon-collapse fa-regular fa-chevron-down opacity-25\"><\/i>\r\n\t\t\t\t<i class=\"accordions__icon-collapsed fa-regular fa-chevron-up opacity-25\"><\/i>\r\n\t\t\t<\/span>\r\n\t\t<\/button>\r\n\t<\/div>\r\n\t<div\r\n\t\tid=\"accordion-collapse-69d65cc495c9c\"\r\n\t\tclass=\"collapse accordions__collapse\"\r\n\t\tdata-bs-parent=\"#accordion-69d65cc495b12\"\r\n\t\taria-labelledby=\"#accordion-heading-69d65cc495c9c\"\r\n\t\tstyle=\"\">\r\n\t\t<div class=\"accordions__body\">\r\n\t\t\t<div class=\"elementor-toggle-item\">\n<div id=\"elementor-tab-content-7362\" class=\"elementor-tab-content elementor-clearfix elementor-active\" role=\"region\" data-tab=\"2\" aria-labelledby=\"elementor-tab-title-7362\">We are a fee-only registered investment advisor. Our fees are based on investments under management. We charge a flat fee for our holistic financial plans.<\/div>\n<\/div>\n<div class=\"elementor-toggle-item\">\n<div id=\"elementor-tab-title-7363\" class=\"elementor-tab-title\" role=\"button\" data-tab=\"3\" aria-controls=\"elementor-tab-content-7363\" aria-expanded=\"false\"><\/div>\n<\/div>\n\t\t<\/div>\r\n\t<\/div>\r\n<\/div>\r\n<div class=\"accordions__item col\" >\r\n\t<div id=\"accordion-heading-69d65cc496c87\" class=\"accordions__header\">\r\n\t\t<button\r\n\t\t\tclass=\"accordions__btn collapsed\"\r\n\t\t\tdata-bs-toggle=\"collapse\"\r\n\t\t\tdata-bs-target=\"#accordion-collapse-69d65cc496c87\"\r\n\t\t\taria-expanded=\"false\"\r\n\t\t\taria-controls=\"#accordion-collapse-69d65cc496c87\">\r\n\t\t\t<span class=\"h5 my-3\">\r\n\t\t\t\tWhat services do you offer?\t\t\t<\/span>\r\n\t\t\t<span class=\"accordions__icon\">\r\n\t\t\t\t<i class=\"accordions__icon-collapse fa-regular fa-chevron-down opacity-25\"><\/i>\r\n\t\t\t\t<i class=\"accordions__icon-collapsed fa-regular fa-chevron-up opacity-25\"><\/i>\r\n\t\t\t<\/span>\r\n\t\t<\/button>\r\n\t<\/div>\r\n\t<div\r\n\t\tid=\"accordion-collapse-69d65cc496c87\"\r\n\t\tclass=\"collapse accordions__collapse\"\r\n\t\tdata-bs-parent=\"#accordion-69d65cc495b12\"\r\n\t\taria-labelledby=\"#accordion-heading-69d65cc496c87\"\r\n\t\tstyle=\"\">\r\n\t\t<div class=\"accordions__body\">\r\n\t\t\t<div class=\"elementor-toggle-item\">\n<div id=\"elementor-tab-content-7361\" class=\"elementor-tab-content elementor-clearfix elementor-active\" role=\"region\" data-tab=\"1\" aria-labelledby=\"elementor-tab-title-7361\">We do comprehensive financial planning for our clients which includes retirement planning, investment planning, education funding, estate planning, business owner planning and tax reduction strategies. We are not real estate agents, mortgage brokers, accountants, attorneys, or stockbrokers; but if your situation warrants it, we can refer you to someone who is.<\/div>\n<\/div>\n<div class=\"elementor-toggle-item\">\n<div id=\"elementor-tab-title-7362\" class=\"elementor-tab-title elementor-active\" tabindex=\"0\" role=\"button\" data-tab=\"2\" aria-controls=\"elementor-tab-content-7362\" aria-expanded=\"true\" aria-selected=\"true\"><\/div>\n<\/div>\n\t\t<\/div>\r\n\t<\/div>\r\n<\/div>\r\n\n\t\t\t\t\t\t<div class=\"column-break\"><\/div>\n\n\t\t\t\t\t<div class=\"accordions__item col\" >\r\n\t<div id=\"accordion-heading-69d65cc49703f\" class=\"accordions__header\">\r\n\t\t<button\r\n\t\t\tclass=\"accordions__btn collapsed\"\r\n\t\t\tdata-bs-toggle=\"collapse\"\r\n\t\t\tdata-bs-target=\"#accordion-collapse-69d65cc49703f\"\r\n\t\t\taria-expanded=\"false\"\r\n\t\t\taria-controls=\"#accordion-collapse-69d65cc49703f\">\r\n\t\t\t<span class=\"h5 my-3\">\r\n\t\t\t\tWhat financial institution(s) do you represent?\t\t\t<\/span>\r\n\t\t\t<span class=\"accordions__icon\">\r\n\t\t\t\t<i class=\"accordions__icon-collapse fa-regular fa-chevron-down opacity-25\"><\/i>\r\n\t\t\t\t<i class=\"accordions__icon-collapsed fa-regular fa-chevron-up opacity-25\"><\/i>\r\n\t\t\t<\/span>\r\n\t\t<\/button>\r\n\t<\/div>\r\n\t<div\r\n\t\tid=\"accordion-collapse-69d65cc49703f\"\r\n\t\tclass=\"collapse accordions__collapse\"\r\n\t\tdata-bs-parent=\"#accordion-69d65cc495b12\"\r\n\t\taria-labelledby=\"#accordion-heading-69d65cc49703f\"\r\n\t\tstyle=\"\">\r\n\t\t<div class=\"accordions__body\">\r\n\t\t\t<div class=\"elementor-toggle-item\">\n<div id=\"elementor-tab-content-7363\" class=\"elementor-tab-content elementor-clearfix elementor-active\" role=\"region\" data-tab=\"3\" aria-labelledby=\"elementor-tab-title-7363\">We shop the entire marketplace on behalf of our clients to find the best financial products for them. We have access to thousands of mutual funds and the leading fifty insurance carriers. This enables us to recommend products that provide the best value to our clients.<\/div>\n<\/div>\n<div class=\"elementor-toggle-item\">\n<div id=\"elementor-tab-title-7364\" class=\"elementor-tab-title\" role=\"button\" data-tab=\"4\" aria-controls=\"elementor-tab-content-7364\" aria-expanded=\"false\"><\/div>\n<\/div>\n\t\t<\/div>\r\n\t<\/div>\r\n<\/div>\r\n\n\t\t<\/div>\n\n\t<\/div>\n\n<\/div>\n\n\n\t\t<\/div>\n\n\t<\/section>\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-1419","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/dev-box.info\/insight-wealth\/wp-json\/wp\/v2\/pages\/1419","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dev-box.info\/insight-wealth\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/dev-box.info\/insight-wealth\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/dev-box.info\/insight-wealth\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/dev-box.info\/insight-wealth\/wp-json\/wp\/v2\/comments?post=1419"}],"version-history":[{"count":15,"href":"https:\/\/dev-box.info\/insight-wealth\/wp-json\/wp\/v2\/pages\/1419\/revisions"}],"predecessor-version":[{"id":1438,"href":"https:\/\/dev-box.info\/insight-wealth\/wp-json\/wp\/v2\/pages\/1419\/revisions\/1438"}],"wp:attachment":[{"href":"https:\/\/dev-box.info\/insight-wealth\/wp-json\/wp\/v2\/media?parent=1419"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}