I am a Fee-Only financial planner in the Marquette area. As a CFP(R) Certificant and a Registered Investment Adviser (RIA), I have a fiduciary obligation to my clients. Only RIAs have a fiduciary obligation mandated by law. Furthermore CFP(R) Certificants sign a code of ethics to place their clients interests first.
As a Fee-Only financial planner, I sell no products and receive no commissions, insuring that I am free from conflicts of interest so prevalent in the financial services industry. I have over 20 years experience providing financial advice including: investing, retirement planning, porfolio design, tax planning and preparation, college planning and estate planning.... See More
Highlights: College Planning, Investment Services, Professional Wealth Management, Certified Financial Planner, Retirement Planning, Retirement Distribution Plan, Mutual Funds, CFP ®, Income Tax Planning, Stocks, Investment Policy Statements, Business Planning, Comprehensive Financial Planning, Independent Investment Advisor, Wealth Management, Fee Only, Investment Consulting, Family Financial Planning