Yes, being a Certified Financial Planner professional requires putting clients' interests first. The fiduciary standard also means that advice must be given under circumstances which require total trust, good faith and honesty.
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Folks over 50, who recognize the value of financial planning, and want to work with a trustworthy, experienced advisor to optimize their financial health are the traits of typical Focus Point Planning clients. Most have an investment portfolio over $500,000.
There is never a cost for an initial visit. Everyone's situation is unique so the advice fees or advice services can vary as well. An annual advice fee, a flat financial planning fee, or an asset based fee are common options we can discuss. Investors should note that the deductions of fees will impact overall account returns.
Our philosophy is to control what we can (risk/diversification, spending, and costs) and help you optimize your resources to live the life you want. You determine the roller coaster ride you are comfortable with (aka aggressiveness of investments) and that impacts your returns, so every portfolio return is different.
Once we are over 50 years old and enjoying our next chapter, we have less time left to recover from mistakes or market corrections and we are facing new choices we have never had to decide before: social security claiming, tax efficient income withdrawals, required distributions, late life planning, to name just a few.
Check the background of this investment professional on FINRA's BrokerCheck.
Securities offered through SagePoint Financial, Inc. (SPF), member FINRA / SIPC. Investment advisory services offered through Win Win Investment Planning, LLC. SPF is separately owned and other entities and/or market names, products or services referenced here are independent of SPF.