Fee-Only, Fiduciary, independent

3 Important Criteria to Consider When Choosing Your Financial Advisor

Being A CFP® Professional & Fee-Only Advisor Is Rare

Financial Advisors in the U.S.
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This can be any Insurance Salesman This can be any Investment "Guru" This can be any 18 year old that 
passed a Series 7

CERTIFIED FINANCIAL PLANNERS™
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Fee-Only CFPs®

The Fee-Only Advantage

Like every profession, we also have some bad apples and when commissions are involved, the advice you get can be heavily conflicted.

Have you ever had that gut feeling that you were only being sold a particular product because it was paying the advisor a higher commission than the alternative?

This is exactly why our firm is fee-only meaning that we can NEVER receive a commission or kick-back of any kind. We are compensated solely by our clients and the costs of services are always transparent.

The Fee-Only Advantage

Like every profession, we also have some bad apples and when commissions are involved, the advice you get can be heavily conflicted.

Have you ever had that gut feeling that you were only being sold a particular product because it was paying the advisor a higher commission than the alternative?

This is exactly why our firm is fee-only meaning that we can NEVER receive a commission or kick-back of any kind. We are compensated solely by our clients and the costs of services are always transparent.