We are CERTIFIED FINANCIAL PLANNERTM practitioners and professional investment managers. They may not have the education and credentials that your long-term situation requires.
Comparison
Comparsion seven
We use your tax information to analyze how you can be avoiding taxes throughout the year. They typically don’t review your tax information.
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 might provide statistics and information full of industry jargon.
