As an independent firm, not owned or controlled by a third party, our CERTIFIED FINANCIAL PLANNER™ professionals do not deal with “in house” or proprietary products. This structure gives our planners total freedom to provide financial solutions from a broad array of sources that work best for our clients.
Fee-Only Planning and Asset Management is offered through Certified Advisory Corp, a Registered Investment Advisor with Securities and Exchange Commission*. We strive to recommend investment products based purely on their merit. Because advisory clients pay fees that are based on assets under management, we do not rely on commissions or incentive-based products.
If you would like to experience The Certified Difference®, give us a call at (800) 393-9900, or click here to contact us. Consultations are complimentary.