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Why Fee Only?

Evolving to meet the needs of our clients

Since 1982, we have been serving clients with the highest standards of professional competency on a Fee-Only basis. The evolution of our firm has closely mapped the development of the fee-only model, which is the only compensation model that truly aligns the actions of the financial advisor with the best interest of the client. Fee-Only means working for you and being responsible as a fiduciary in the management of your assets.

The term ‘financial advisor,’ loosely defined, is a professional who renders financial services to clients. Since use of this title is not regulated in this country, it is hard to tell how many people are calling themselves financial advisors. It most likely comprises several hundred thousand individuals in the United States.

As of 2013, there are approximately 68,000 CERTIFIED FINANCIAL PLANNER™ professionals in the US (Source: cfpboard.net). The CFP® Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.

Not only are the majority of our advisors CERTIFIED FINANCIAL PLANNER™ professionals, in addition we belong to the National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors-highly trained professionals who are committed to working in the best interests of those they serve. There are currently only 1500 advisors in the country (Source: napfa.org) who provide high quality, long-term financial planning and access to a full range of investment and insurance products-but without the influence of commissions.

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