• Michael Wellings

Dec. 8 Week in Review: Founder Friday

Today, we're glad to have our founder, Dick Grbac, CFP®, on the Week in Review! Last week we went a little into the difference between our firm and a commission based firm. Jeremy highlighted some key differences, and even gave some insight into what his job was like prior to working for Strategic Advisory Services, LLC. Today, Dick is going to take you through the decisions that changed our firm to what it is today. Back in 1989, he made the decision to transfer compensation to Fee-Only. There are a number of reasons why this was an unusual decision at the time, listen in to find out why!

Founded in 1985, there isn't anything Strategic Advisory Services, LLC hasn't faced. We hope to earn the right to do business with you.

- Retirement Planning

- Investment Management

- College Funding Planning

- Financial Literacy Webinars

- Personalized Financial Plans

10333 Richmond Ave. Suite 720

Houston, TX 77042

© 2020 Strategic Advisory Services, LLC

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