You have stock-brokers who want to sell you commission-able securities, bankers who want to sell you low interest rate CDs and savings accounts, insurance agents who want to sell you life insurance policies and annuities, lawyers who draft wills, trusts, and other legal documents, accountants who prepare your tax returns and offer tax advice, and you get left with wondering what's right, what's wrong, and who's actually benefiting from all this?
As a Certified Financial Planner(tm) professional and financial advisor, I have a fiduciary responsibility to help you manage all of those aspects of your financial life in a way that benefits you; not me.
My advice is simple, straight-forward, and given to help you reach your financial and life goals. We never pressure you into any product or service that is not in your best interest and you are never beholden to us for any product purchases in which we may have a conflicted interest.
Learn more about our advisor by clicking the link below.