I provide comprehensive financial planning and investment advice on a fee only, no commissions basis. That means I help you on:
-investments (CFAs are experts on investments.),
-taxes (CPAs are good at taxes!),
-retirement planning (retirement projections),
-as well as: employee benefits, 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 what's suitable for you).
I've educated myself highly (CPA, CFP, CFA) so I can provide excellent, high quality, advice when working with you. /FD