Objective Advice That Meets YOUR Needs
What passes for financial advice in much of my industry is really just maneuvering designed to sell you a product, whether you need it or not. The person you are talking to is thinking about their commission and, even if they wish to give you the best advice they can, that advice is limited only to the products they represent and tilted heavily to the highest commission products, not the most appropriate.
I have built a firm that says “no” to such behavior–no to self-servicing business practices. As a result, the Best Financial Life process was developed to go through your entire financial life with the goal of getting you comfortable and conscious around the financial decisions you make – not a product or one-off strategy. So, when it comes to helping you with your money, open, honest, and direct communication is at the foundation of my business.
As your fiduciary, here are three things you can expect from me:
1: I will NOT seek to outperform market benchmarks at the risk of getting you off-plan.
2: I will NOT accept any compensation tied to third-party products or services.
3: I will ALWAYS recommend the best course of action for you from my perspective.