You need someone to provide advice, not sell you products. We do not receive commissions or any ulterior compensation from anything we recommend, allowing you to trust that our recommendations are based on your needs. As fiduciaries, we are legally obligated to work in your best interest at all times.
Working with a small firm gives you the benefit of personalized attention. We get to know each of our clients so we can tailor make a plan specific to your situation, goals, and values. We spend time building a relationship with you and earning your trust. We have been in the financial planning business for over 25 years.
Working with a small firm gives you the benefit of personalized attention. We get to know each of our clients so we can tailor make a plan specific to your situation, goals, and values. We spend time building a relationship with you and earning your trust. We have been in the financial planning business for over 25 years.
Services
The relationship you have with your investment advisor is critical to your level of confidence in your path to financial security. We welcome the opportunity for a thoughtful conversation centered around your hopes and dreams for the future. Jim is the the founder and president of Financial Strategies, Inc.
If you are like most of our clients, you lead a busy life and don't always have the time you need to focus on your finances. Working with a comprehensive financial planner reduces the probability of things falling through the cracks. When you work with us, we create a comprehensive plan with you that looks at all aspects of your financial well being.
Financial Strategies has been a fee-only financial advisor since 1994. Working as fee-only advisors ensures we act in your best interests by removing the incentive of commissions from our compensation model. Because we work for you and you alone, we have no incentive to recommend one investment or planning tool over another.
To help you realize the greatest benefits of working with a financial advisor, we invest a significant amount of time getting to know you. We believe it is imperative that we examine the medley of financial needs comprising each client's personal and business situations. Your financial history, investment preferences, dreams, and priorities must be thoroughly understood as we work to become your steadfast financial partner.
Our only compensation comes from the fees our clients' pay us. We do not accept other fees, incentives, commissions, or any other type of compensation from anything we recommend to you. We act only in your best interests, making the best possible recommendations for you and managing your finances the way you would if you had the time and expertise.
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