There is a big difference in the type of relationship a fee-only advisor has with their clients versus a brokerage firm. It’s simply called a Fiduciary duty. As a fee-only planner there are no product sales, commissions or conflicts of interest. There is TRANSPARENCY!

Here We Go Again! Be Our Guest….FREE Meal….WHAT?
My wife received a mailer in the mail recently that caught my eye. The return address was Flemings Steakhouse and Wine Bar. The outside of