Receiving financial advice can seem like a foreign language. What if you could work with someone who explains it in your own language?
Find out the 10 reasons why working with a CERTIFIED FINANCIAL PLANNER™ professional is better than working with another adviser.
Our first priority is helping you take care of yourself and your family. Being independent aligns our priorities to put you first. We work for you rather than represent a brokerage firm or an insurance company.
As fee-only advisors, we are paid by you, period. There are no commissions, revenue sharing, or third-party money changing hands. When looking for an advisor, you will find three different business models, and we are fee-only.
As a fiduciary, we are legally obligated to act in the best interest of our clients. Most firms and advisors are held to a lower standard or they can be fiduciaries some of the time. We are fiduciaries all the time.