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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
What if your finances could fuel – rather than impede – your dreams? We believe it can, and should. Let us show you what's possible.View My Profile
It's a privilege to help my clients realize their potential and live their greatest lives.View My Profile
You gain an advocate and counselor working to ensure the best possible outcomes in every aspect of your finances, paired with the experience, knowledge and technology to serve the demanding needs and financial complexity of medical professionals.View My Profile
I am a Fee-only fiduciary financial planner with your best interest at heart.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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