Competence & Experience
- Over 20 years of self-employed practice in the same town
- Independent
- Certified Financial PlannerTM
- Fiduciary
- Trades with full discretion
Availability & Consistency
- Local office (not available for walk in…but equipped with sufficient support staff to address your needs with a call or email…or help schedule an appointment to get you in quickly)
- Not a musical chairs rotation of advisors who are assigned to your account, but a lasting relationship with an independent advisor
Structure of fees
- Fiduciary
- Menu of options for the most suitable pricing method