STEWARDSHIP VS. SALESMANSHIP

 

We've taken a legal, fiduciary oath as a "fee-only" advisory to make your financial interests our sole priority.

In contrast, 8 out of 10 financial advisors are "fee-based" and receive payment from clients and commissions on products they sell. Because we are "fee-only," independent and do not collect commissions, we will always give objective recommendations that put your financial interest first.  

Pro Tip: Ask your current financial advisor if he or she is "fee-only" or "fee-based."

 

 
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