What is Fee-Only?

The decision to hire a financial advisor is not one to be taken lightly. You must be comfortable that your advisor is not only competent, but also always working in your best interests---which is why it makes sense to work with a FEE-ONLY advisory firm.

As a FEE-ONLY firm, our efforts are focused on providing client centered solutions instead of being influenced by investment and insurance products that put more money in our back pockets.

Compensation is based on an hourly rate, a percent of assets managed, or a project fee/retainer.

In essence, we sell only three things -- knowledge, service and customized plans to help clients achieve their financial goals.

What is a CERTIFIED FINANCIAL PLANNER™ professional?

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.