No. 91 of 106 Things We Do For Clients
Provide advice you can trust and act in your best interest in all your financial matters.
This is so significant it is probably worth the sum of all of the other benefits to engaging a fee-only financial planner. As fee-only planners, we have a fiduciary duty to put your interests first and foremost. We are advisors you can trust, who are looking out for you, who truly have your back. We don’t have significant conflicts of interest, because we don’t sell products or benefit financially from any advice we give you. That fiduciary relationship could be worth every penny and more of what you pay a financial planner.