How Much Does a Financial Advisor Cost Near DTC?

How Much Does a Financial Advisor Cost Near DTC?

April 19, 2021

The closer you get to retirement, the more critical it becomes to have comprehensive, objective financial advice. You may have purchased investments in the past and never paid the sales rep, except through (almost invisible) fees and commissions. For completely impartial advice, it is essential to consult with a fee-only fiduciary financial advisor. So, you…
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How are Fee Only Financial Advisors Different?

April 12, 2021

Fee-only financial planners have a fiduciary responsibility to act in your best interest. We do not accept fees or commissions based on the product sales. With fewer potential conflicts of interest, we can provide more comprehensive financial advice. Commission-based brokers and agents prefer we didn’t make this distinction. In hopes of blurring some of the…
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Twin Fears of Higher Spending: April 2021 Newsletter Excerpt

April 7, 2021

The $2 trillion infrastructure plan comes on the heels of the trillions in spending from COVID relief. There are two concerns that naturally come to mind: taxes and inflation. Taxes Yes, taxes will be going back up to help fund this, but not all of it. More to the point, will your taxes go up to fund…
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What is a Fiduciary Financial Advisor?

April 2, 2021

While you may have seen the official definition of fiduciary as “a person or entity holding a legal or ethical relationship of trust, solely acting in the interests of a client.” The practical meaning may be less obvious.  Working with a fiduciary financial advisor avoids conflicts of interest because they work on your behalf. All…
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