Financial planning is more than financial products
Fee-Only planning creates a financial road map to guide you through retirement, tax, estate planning, insurance, employee benefits, and investment decisions. As a fee-only planner, I am compensated by hourly fees, not by product commissions.
This method allows me to make unbiased recommendations for you. I provide education and analysis to help your make informed financial decisions. By providing record keeping, I help you organize and bring together your financial information.