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Working with a Fiduciary, Certified Financial Planner

You Deserve the Highest Standard

When Ron started his Financial Planning practice back in 1989, most people he met never heard of Financial Planning or of the profession of being a Financial Planner.  They may have worked with a CPA, Insurance Agent, or maybe even a Stockbroker, but never a Financial Planner.

Today, most of the people he meets have had some level of experience with one or more "financial planners" or maybe have even done some of this on their own on-line.  In most situations, we hear about lack of contact, a pushy sales pitch, or a realization that the person they are working with just focuses on one thing or one product so there is no comprehensive financial plan in place.  

Regardless of their experience, some questions ring true:  Am I doing everything that I should be doing to be able to be financially independent?  When can I retire?  Am I going to outlive my money or will my money outlive me?  Can I really trust myself to answer all of these questions on my own?  What if I'm missing something?

Working with a Ron, as a Certified Financial Planner (CFP®) and Fiduciary, has 2 major benefits for his clients. 

  1. As a CFP®, the clients know that they are going to get a comprehensive financial plan to start the process and will get the ongoing service to review, monitor, and maintain that plan in every economic environment and with any changes in their lives.
  2. As a Fiduciary, Ron will only recommend strategies and financial vehicles that are in the best interests of the client.  

Our goal is complete client peace of mind.