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
Comprehensive Financial Planning
Investment Advice and Monitoring
Business Succession Planning
Education Funding Strategies
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