The vast majority of financial planners are paid by commissions or a combination
of commissions and fees (often called fee-based planners). Why is that important? Because commission compensated planners
work for the company that pays their commissions. They don’t work solely for you. A fee-only planner, on the
other hand, is paid only by the client. This means that a fee-only planner works for you - and only for you.
As a fee-only advisory firm, the recommendations that you receive are not influenced by
any type of fee received by the providers of financial products, including investment funds, insurance companies, and estate
attorneys. I do not receive any form of compensation from the purchase or sale of financial products.
This assures you that there is no conflict of interest between my compensation and your best interest.
My only compensation comes directly from you, the client.
· Eliminates conflicts of interest
· Full disclosure of fees
· Recommendation of the most appropriate products, without consideration of any factor except what is best for you
· Ability to address a wide range
of financial problems and issues (no need to focus only on issues that generate a commission)
· Cost Savings