As a fee-only financial planning firm, we have committed to only being compensated by clients. We don’t accept fees or commissions from the sale of financial products. This eliminates potential conflicts of interest. We are also bound by the fiduciary standard, a legal obligation to always put the interest of our clients above our own.
As financial planners, we also offer tax planning services as they impact your portfolio. Because we are fee-only and we offer tax planning services, people may think of us as fee-only tax planners. However, note that we do not offer tax planning as a standalone service – our tax planning services are part of our holistic solution to managing your financial portfolio.