© 2014 Baldwin & Associates

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Why Choose a Fee-Only Financial Planner?

 

A fee-only financial planner is a fiduciary and always puts the client's needs first. They do not receive commissions or kickbacks, and the only compensation comes from the agreed upon fee prior to the beginning of the planning. Why is this important? This simply means that fee-only financial planners will not try to sell the client unnecessary investments or products and eliminates a bias towards certain proprietary investments. Fee-only financial planning is long term. 

Tuning out the noise
Contact Us

 

(321)-428-4555

2000 S. Patrick Drive
Suite 6
Indian Harbour Beach, Florida 32937

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Our Services

 

Comprehensive Financial Planning​

 

Investment Advice and Monitoring

 

Business Succession Planning

 

Budgeting Techniques

 

Retirement Planning

 

Education Funding Strategies

 

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Access your client account through: 

 

www.advisorclient.com