About Us

AL Hewitt, Inc. offers personalized confidential financial planning and investment management to
individuals, families, and businesses. Advice is provided through consultation with you and may
include determining financial objectives, identifying financial problems, prioritizing your short and
long-term goals, and identifying life transitions.

We are a FEE-ONLY financial planning firm. We are, in all circumstances, compensated solely by
the client, with neither the advisor nor any related party receiving compensation that is contingent
on the purchase or sale of a financial or insurance product. As fee-only financial advisors, we
provide objective and unbiased advice and are held to a fiduciary standard.

How your financial planner is compensated determines what advice and services you will
receive. It is the key difference between an advisor and a salesperson.

We do not charge based on a percentage of assets under management. Instead we charge a flat annual
advisory fee.

Our investment management process is based on time-tested principles: asset allocation, portfolio
structure, tax management, and utilizing strategies based on scientific evidence rather than on
speculation or commercial indexes.

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