Our Services

Len Fettig`s practice offers a personal touch by developing an overall strategy, uniquely designed to fit the individual needs and objectives of his clients.

Maintaining long-term client relationships is the primary interest of the practice.

After an initial, complementary consultation, fees for services will be determined based upon the activities to be performed.


If you are wondering if you need our services, fill out the Financial Checkup questionnaire and see for yourself.


Prior to the first appointment, prospective clients are provided with a list of documents that they should bring with them to the appointment. (click to see a Document Checklist
The first appointment lasts approximately 90 minutes. During that time we will discuss your goals, your objectives and answer any questions that will help you in evaluating our services.

The nature of the relationship, the activities, the costs and the approach to developing recommendations will be discussed.

At the end of the first appointment, both you and your planner will know if they are comfortable working together and whether they want to continue the process.