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putting financial matters into perspective  
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Our Philosophy

To be Informative
We believe in educating our clients. Educated clients will make more informed decisions about their financial matters and be one step closer to achieving their goals.

To be Objective
Fee-Only Financial Planningsm places a premium on providing truly objective financial advice. As a fee-only adviser, we do not accept commissions from the sales of any financial products because we do not sell any products. This is the essence of fee-only planning. In this manner, conflicts of interest are removed which might arise from such financial arrangements. We work solely to provide the client with unbiased guidance regarding their financial matters.

To make it Simple
Fee-Only Financial Planningsm strives to make its information simple and easy to understand and its recommendations simple and easy to implement. The world of financial options can be vast and confusing. We strive to clarify and simplify the available options in order to help our clients achieve their financial goals.

 

 
 

 


HOW TO CHOOSE A FINANCIAL PLANNER

Help from the National Association of Personal Financial Advisors.

INITIAL MEETING DOCUMENTS
Everything you need for your first step.

LEGAL & COMPLIANCE INFORMATION

INDUSTRY RESOURCES