We may be a great fit if you are self-employed, especially if you don't have any employees. By collaboratively working together on an ongoing basis, we can regularly review your retirement income, make sure you're not overpaying taxes and stay on top of your finances. Investments are important and should be coordinated with the rest of your financial plan.
We focus on the investor's return and chances of meeting your goals rather than trying to guess which investments will outperform. Our process is designed so you can evaluate our firm before ever committing a single dollar to an ongoing relationship. Find out how we can help before making your decision.
We focus on the investor's return and chances of meeting your goals rather than trying to guess which investments will outperform. Our process is designed so you can evaluate our firm before ever committing a single dollar to an ongoing relationship. Find out how we can help before making your decision.
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I wanted to be a stockbroker growing up. My grandfather gave me stock certificates for my birthday, and the stockbrokers I knew seemed to play the most golf. After the Great Recession hit in 2008, the closest I could get was a job in wealth management at a bank. I have broad experience in the financial industry, even leading a Financial Peace class at my church, which is why I have chosen to remain a Fee-Only advisor.
Clients seeking a thinking partner to help them make better financial decisions so they can prepare a for an uncertain future. They understand they have blindspots they haven't even thought of and want to have confidence when making important and often irreversible decisions. If a financial plan is a map, ongoing advice is like GPS navigation.
Our process is designed so you can evaluate our firm before ever committing a single dollar. If at any point you decide we aren't the right fit for you, simply let us know and we'll help point you in the right direction. Check out this video as Robert Lindstrom, CFP walks you through a sample plan, our collaborative process and shows you what you can expect as you become a client.
Imagine you go to the doctor, and the doctor does not charge you (or your insurance) at all. Instead, the doctor is paid by the pharmaceutical company when you purchase a prescription. When this doctor prescribes you a medication, would you trust that this doctor is acting in your best interests? Fee-Only means that we do not sell any financial products for a commission, receive any referral fees or other revenue sharing.
What exactly does this funny word Fiduciary mean? For financial advisors, it's not as easy to determine as it should be. Due to multiple government agencies and associations, many types of advisors can answer "yes" when asked if they are a fiduciary. Most of those have to say "no" when asked if they are a fiduciary at all times.
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