I am a Fee-Only financial advisor that proudly acts as a Fiduciary for my clients. This means I have a legal obligation to put clients interests far before my own in all recommendations I make.
Each client receives a custom holistic financial plan geared towards their unique financial goals and objectives. These plans are built around life events such as retirement, wealth transfer, business succession planning, death, divorce and asset protection. While most advisors are "investment centric," I focus on the comprehensive financial picture. The reason: What good is accomplished by inconsistently squeezing out 1% better return when there are greater tax consequences, fees in excess of that 1% and larger risk exposure?