At Cone Advisory Group, we have no financial minimum. It is our goal to be flexible enough to help the young entrepreneur in their early 20’s and the person who is perhaps a decade or more into retirement.
First appointments typically consist of trying to figure out exactly what are a potential client’s goals & objectives. Understanding the client’s goals gives us the opportunity to provide the best advice & guidance during a second appointment. We do encourage that you bring account statements.
Our experience, our approach to financial planning, and our relationship-management approach. Also, we believe it is important to have second opinions in life. We believe you can never have too much information which is why we encourage everyone to get a second look to ensure their current financial plan is a good one.
The fees for working with us are dependent upon the level of service or type of service given. For example, for assets under management, we charge a 1% annual fee. For life insurance, annuity & long-term care solutions, we do not charge a fee.
We have strong relationships with trust officers, estate planning attorneys, and CPA’s that we regularly refer people to for additional services.
There is. We also have a form we recommend clients to send to their advisor when they choose to go in a different direction. We know it can be an awkward conversation and we will help with the process.
Quarterly or semi-annually.
Dean has a BS degree in Business Administration, Series 63, Series 65, LUTCF
Curt has BS degree with a major in Political Science and a minor in Business Administration, Life & Health License
We do not charge for meetings. We view that as a part of our service commitment to you.
Our office is located at 556 Third Street in Ayden, NC. However, we do travel to meet with clients in their homes, workplace, or any place of their choosing. We also will meet virtually via Go To Meeting.
Small business owners, farmers, pre-retirees, retirees, young entrepreneurs.
We encourage you to bring account statements for any funds you may like us to help you with.
Our proprietary Cone Advantage Guide is designed to help our clients achieve simplicity and security throughout their lives.
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