Our advisors are Chartered Financial Analyst® charterholders and CERTIFIED FINANCIAL PLANNERTM practitioners. They may not have the expertise and credentials that your situation requires.
Comparison
Comparsion seven
We use your tax information to analyze how you can be avoiding taxes throughout the year. They don’t review your tax return or having any input to your tax situation.
Comparsion six
We don’t push proprietary products. We select investments based on research and being low-cost. They sell proprietary products that tend to be expensive.
Comparsion five
We have a simple, transparent flat-fee structure. They charge by the amount of assets they manage.
Comparsion four
We are fiduciaries, legally bound to always act in your best interest. They are not required to always put you first.
Comparsion three
We slow down and summarize what needs to be done in plain English. They provide statistics and information full of industry jargon.
