You Need a Trusted Financial Advisor,
Not A Sales Professional.
Fee-Only financial advisors never sell investments or make commission.
They work only for you - not a broker, bank, or insurance company.
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Real Financial Planning by Real People, Working Only for You.
Fee-Only financial advisors are small business owners, shareholders, and employees compensated for their time and expertise in comprehensive financial planning and investment management. They are not representatives of brokerage firms or insurance companies, and never make commission or kickbacks. Fee-Only advisors work only for you under a crystal clear fee structure and fiduciary oath.
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Fee-Only
No insurance or annuity sales. Period. Fee-Only advisors are paid only by you, the client, and never make commission.
Fiduciary
Under oath and law to put your best interest first at all times. This is the highest legal and ethical standard for financial advisors.
Independent
Not affiliated with any life insurance company, annuity product, bank, or brokerage house.
It Matters
Learn More About How Financial Advisors Get Paid & the Fiduciary Standard
How Can a Financial Advisor Help You?
Financial Planning
Tax Planning
Investment Management
Estate Planning
Education Planning
Retirement Planning