Self Worth
Financial Planning is a financial planning and
Registered Investment Advisory firm. The firm
specializes in providing Fee-Only financial planning
services and investment advice to individuals and
families, on an hourly, as-needed basis. We work solely
for our clients: as Fee-Only advisors, all potential
conflicts of interest regarding compensation are
removed.
We strive to
earn our clients’ loyalty by providing good advice and
by being professional, available, discreet, attentive,
and creatively responsive to their financial needs and
objectives.
Independent, Unbiased Advice
Self Worth
Financial Planning receives no commission or other
compensation from marketable securities or other
financial products and services it recommends to its
clients. Fees from clients are its sole method of
compensation.
“If you
have more than $50,000 to invest, you should fire your
broker and find an investment advisor. Brokerage firms
would like you to think they perform the same functions
as investments advisors.”
“Financial
planners who are members of the
National Association of
Personal Financial Advisors…submit their work to peer
review and are not supposed to charge anything but a
fee”
Arthur Levitt – Former SEC Chairman
“Financial Planners who take
commissions have a built-in
conflict of interest...even with disclosure, my choice
would
be a Fee-Only planner.”
Newsweek - Jane Bryant Quinn
“Start with the general
practitioner...a Financial Planner
(whose) compensation should be from fees alone.”
Money Magazine
“The most important matter is how
the planner is
compensated. Hire the planner who...has no financial
stake in (your) investments.”
Forbes
Self Worth
Financial Planning, is unique in that we offer our
financial planning services on a Fee-Only hourly-as-needed basis. No
commissions. No long-term contracts. No hidden or
unnecessary fees. No account minimums. Just independent,
objective advice. To learn more, please
contact us. |
