CFP Certified Financial and Retirement Planning
We provide fee only retirement planning, financial planning, and hourly financial planning services. We do not provide fee based financial advisor services. Rather, we are a National Association of Personal Financial Advisors (NAPFA) Registered Fee Only Financial Advisor.
As a NAPFA Financial Advisor , we accept NO COMMISSIONS from the sale of insurance or investment products. Unlike a fee based financial advisor, we have no incentive to recommend any investment or insurance solution over another. This provides a solid foundation for a conflict-free relationship with our clients.
Learn more about our fee only retirement planning & financial advisor services:
- The Retirement Architect Program – For clients with comprehensive retirement planning and investment management needs, the recommended minimum investment portfolio size is $500,000.
- CERTIFIED FINANCIAL PLANNER Hourly Services – We provide hourly financial planning and retirement planning consultation services.
- Project Financial Plan Services – We provide financial and retirement plan services based on a flat – or per project – fee as part of a project engagement.
The financial services we provide are always independent and unbiased. We’re a fiduciary to you, not some Wall St. firm or insurance company. As a fiduciary, our only incentive is creating and managing your financial and investment plan to deliver the client-centric results you expect.
