General FAQ's
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Email us your particular question and we'll respond with an answer that is clear, straightforward, concise, and who knows, maybe even profound!
Glad you asked both questions together. Many of our clients receive a regular monthly distribution from their investment accounts into their personal checking account… just like a direct deposit paycheck. Which account(s) it comes from depends on our appraisal of the tax efficiency and our clients' preference about whether it comes from "his" or "hers"! When money is needed for occasional purposes most clients have a checkbook that draws on their money market account. It's all very easy, and we're always here to work out any special needs.
You are right. It is a serious amount of money so you want to be sure that; a) the fee is competitive and b) that you are getting the service you deserve. Our fee is very competetive within our industry AND it includes all the planning and consulting work we do as well! As far as getting your money's worth, we like to think you cannot find better service, better communication or a more savvy and creative investment team anywhere. But in case you should ever become unhappy with our work, our written agreement gives you the privilege of resigning any time for any reason or no reason at all.
Normally, we schedule every meeting for two hours. It may take more time, it may take less time depending on what you would like to go over.
Financial Advantage, Inc. was started in 1987 by J. Michael Martin. To view a more detailed company timeline, please look at Company History.
You can get started by calling (410) 715-9200 or by contacting us through email. We will be happy to answer any questions you may have about our company and our philosophies, and how they might suit your needs.
At our first meeting, we can discuss your goals and priorities, your current financial situation, and whether our services are right for you and your family.
