Second best is a broker who makes money from selling products. The salesman will call himself your 'financial advisor' until things go sideways and then claim the lower standard of 'suitability', as in "this was a suitable product to sell to a person like you and who knew it would go badly?" After all, they are not financial advisors, just salesmen and generally nice guys, too.
We are NAPFA-Registered Financial Advisors who require a fiduciary oath to put clients' interests above all others in order to qualify for NAPFA membership. Please contact us today to schedule a complimentary meeting to discuss your planning needs.
We are NAPFA-Registered Financial Advisors who require a fiduciary oath to put clients' interests above all others in order to qualify for NAPFA membership. Please contact us today to schedule a complimentary meeting to discuss your planning needs.
Services
An ongoing habit. Stay the course in volatile markets by keeping your own financial goals relevant over time. A personal event. A balancing act across and among your family's fascinating, challenging, personal, professional and financial circumstances. Flexible, to address the particulars you face and not waste your time on those that you don't.
The underlying principles for sound investing are relatively straightforward. But Wall Street's conflicting interests as well as your own behavioral traps can distract you from the essentials. We'll help you stay on course toward your satisfactory investment experience that is. Informed by evidence over emotion.
Exclusively advisory, exclusively for you. Our advice is based on getting to know you well, and always serving your highest financial interests accordingly. We help retiring or near-retirement corporate executives and similar professional families enhance the quality of their lives by offering a disciplined approach to planning, investing and staying on track toward their personal financial goals.
While we can't control future investment returns, we can control what we do with our money and how we choose to invest that money. A relationship with a financial planner helps brings clarity to those decisions by helping you develop a financial plan tailored to your goals and assist you to complete the necessary steps in order to accomplish those goals.
Bob Stowe, CFP and Roddy Warren, CFP are CERTIFIED FINANCIAL PLANNER professionals. This means that each has passed a rigorous training and testing program offered through the CFP Board of Standards. While anyone can call himself or herself a "financial planner, " only those who have fulfilled the certification and renewal requirements of the CFP Board of Standards can display the CFP mark of distinction.
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