no-cost, no-obligation video conference
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Schedule a no-cost, no obligation consultation to explore your goals, answer any questions you have, and discuss how financial planning can help. Take the first step toward achieving your financial goals.
Fiduciary & Fee-Only
Purposeful SP financial advice is provided the way it should be, with the adviser owing a legal duty of loyalty to you, the client. As a fiduciary adviser, I am required by law to place the interest of my clients first and to fully disclose any potential conflicts of interest. Being fee-only means fewer conflicts of interest because I don’t accept hidden or back-door compensation.
No product sales
No referral fees
No kickbacks of any kind