Your Financial Plan Gives Meaning to Your Future
All financial planners are not equal. You deserve the best advice when planning your financial future. You need someone you can rely on to provide trusted, competent, and objective advice.
The PFS credential was established for CPAs who specialize in personal financial planning and is awarded exclusively to CPAs who have demonstrated considerable experience and expertise in that area.
Unlike other professionals who enter the financial planning field, (i.e., stockbrokers and insurance agents), I focus on providing service to clients instead of selling products. I do not sell investment products and I do not accept commissions. In my opinion, any other compensation model creates a conflict of interest that prevents an advisor from giving truly objective advice.