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10 Reasons Why Clients Hire
1. Fee-Only Services ~ Our advisors and staff will never accept commissions or third party incentives of any kind related to our recommendations to you.
2. High Service Standards ~ As National Association of Personal Financial Advisors members, we pledge to uphold our industry's highest fiduciary standards, provide our clients with the best advice we can give, and place their interest above all others.
3. Pragmatic Methodology ~ We apply our 5 Sound Stewardship Principles to every situation.
4. In-House Money Management With Transparency ~ We use Exchange Traded Funds to build a tax-efficient, low-cost portfolio so you always know how your money is invested.
5. Authoritative Advice ~ Only a Certified Financial Planner ™ will be your primary advisor.
6. Flexible Approach ~ We will work with your existing system or advisors as needed.
7. Comprehensive Service ~ We provide guidance and counsel for your most pressing financial concerns in all areas of your life.
8. Ongoing Support ~ Timely follow up and assistance to help you implement your plan.
9. Charitable Planning ~ We encourage and show you how to make an impact with your wealth by identifying and fulfilling your highest charitable wishes.
10. High Level of Professional Accountability ~
CFP® - Certified Financial Board of Standards – The highest designation in the industry
NAPFA - National Association of Personal Financial Advisors (Fee-Only) Requires
twice the continuing education credits as the CFP® Board
Kingdom Advisors - Emphasizes community leadership with a commitment to the
personal practice of stewardship
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