| Other "Financial Advisors" | Our Firm | |||||
| Financial Advisor Role | "Financial Advisors" paid to sell you insurance and investment products | Fee-Only CERTIFIED FINANCIAL PLANNER™ focused on your financial planning needs | ||||
| Financial Advisor Function | Sell you products (annuities, mutual funds, stocks, bonds, insurance, etc.) | Provide objective financial planning & investment advice in your best interests | ||||
| Financial Advisor Focus | The Products which pay commissions | The Process which accomplishes what you value most! | ||||
| Financial Advisor Compensation | Paid commissions by brokerage firm or insurance company to sell you financial products | Compensated directly by client for financial planning advice through fees only | ||||
| Investment Advisor Solutions | Expensive commissioned products - higher costs and expenses directly affect your returns | No-load investment solutions - lower costs and expenses directly benefit your investment performance | ||||
The Firm is not tied to nor compensated from any investment or insurance companies or products. Isn't it time you expected more from your financial advisor?
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Now that you've found the right financial advisor... "How do you picture retirement?"