We strive to be known as the best financial planners for clients who are looking for: Fee-Only:No commissions, kick-backs, or insurance sales Flat-Fee: Your fee is fixed and unrelated to your investment balances CFP©:AccreditedCERTIFIEDFINANCIALPLANNER Fiduciary:Working for YOUR best interests ...
Professional Financial Advisor in Plano, TX for Business Owners, Retirees, and Pre-Retirees INDUSTRY CREDENTIALS As an Accredited Investment Fiduciary near me and CERTIFIED FINANCIAL PLANNER™ professional, we make it our mission to work alongside our clients, positioning ourselves on the same side o...
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Financial Planner (Quebec only)(F.P.l.) FPAC members listed in this directory may have additional qualifications, including: Chartered Financial Analyst(CFA) Certified Financial Planner(CFP) (U.S.) Trust and Estate Practitioner(TEP) Family Enterprise Advisor(FEA) ...
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Christian, Certified Financial Planner. Unique flat fee model, client-implemented investment advice. Cost-effective retirement, college, insurance, personal finance advice.
objective financial planning to help clients organize, protect and grow their assets through life’s transitions. Neil Gartner is afee-only CERTIFIED FINANCIAL PLANNERTM, is never paid a commission or referral fee of any kind, and has a legal obligation to provide unbiased and trustworthy financial...
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