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As a fiduciary financial planner, you can rest assured that we alway have your best interest as our top priority.View My Profile
Everyone deserves access to financial advice regardless of sexual orientation, gender, net worth, or any other excuse for denying someone equal treatment. We level the playing field.View My Profile
As a fee-only fiduciary financial advisor, you can rest assured that I am always working in your best interest.View My Profile
I help people use money as a tool to realize life goals and reach their full potential. No sales. No minimums. No hidden fees. No nonsense.View My Profile
Pursue a better investment experience with fiduciary service and capital market expertise.View My Profile
Helping you conquer life! Join the evolution!View My Profile
It's a privilege to help my clients realize their potential and live their greatest lives.View My Profile
I am a fiduciary financial planner. I work in your best interest, not mine. I don't sell insurance or investment products, only guidance and advice. I want to know what is most important to you so that we can create a financial plan that you can actually use and help you reach your goals.View My Profile
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Because it’s crucial when choosing a financial planner.
Financial planners and investment managers that are fiduciaries and fee-only are held to the highest standard of care and are legally required to act in the best interests of their clients at all times.
“Look for a fiduciary financial planner. In short, this means the financial planner has pledged to act in a client’s best interests at all times. Investment professionals who aren’t fiduciaries are often held to a lesser standard, the so-called sustainability standard.”
“Your interests are best served by a financial advisor who is a fiduciary. A fiduciary must disclose how the advisor is compensated along with any related conflicts of interest.”
“Make sure your financial advisor acts according to a fiduciary standard. If not, find one. Your interests should always come first.”
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