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Confidence that your advisor represents you -- not your investment company. Our advisors will never accept a commission or referral fee.
The financial services industry is generally built around a commission and sales system. Even where firms offer "fee based" options, you are likely to find commissions, loads, or 12(b)(1) fees as a portion of the revenue makeup.
Everyone claims to be different- but we are. We are "NAPFA Registered" advisors. We follow the most stringent ethical and education standards in the financial planning industry.
NAPFA members cannot earn any transaction-based compensation from financial planning related activities.
NAPFA members are bound by the NAPFA Code of Ethics and Fiducaiary Oath.
NAPFA members are subject to broad based advanced education in financial planning.
All NAPFA members have three years comprehensive planning experience.
A sample comprehensive financial plan has been peer reviewed by NAPFA.
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