I provide comprehensive financial planning and investment management on a fee only, no commissions basis. That means I advise you on:
-investments (CFAs are experts on investments.),
-taxes (CPAs are good at taxes!),
-retirement planning (Most CFP's look at the whole picture and plan comprehensively.),
-evaluating second homes, assisted living choices,
-as well as: employee benefits and pensions, estate planning, insurance, cashflow management, and more.
I do not sell you investments or insurance that gives me a commission.
There are 2 professional standards in my industry: fiduciary and suitability. I follow the fiduciary standard where I'm required to give you advice based on what's in your best interest (vs suitability where a commissioned investment may be suitable for you but not in your best interest).
I've educated myself highly (CPA, CFP, CFA) so I can provide thorough advice when working with you.
Details on services and pricing are available on the Services page and FAQ page at WeaverFinancialPlanning.com.
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