Integrated Financial Planning Solutions, LLC
Categories
Financial ServicesInvestment Services
About Us
We offer fee-only financial planning and advice on an hourly, as-needed basis, providing just as little or as much help as our clients need. Like an attorney or CPA, clients seek our financial planning advice when they need it. Once we have provided the financial advice and services requested, the engagement concludes until the client needs us again.
How we are different: Fee-only financial planning. No commissions or fees based on investment assets or net worth.
We hold ourselves to a Fiduciary Standard and have a legal obligation to act solely in the clients best financial interests.
Highlights
- CFP® Code of Ethics
- No Commissions
- Paid only by our Clients
- Act Solely in Client's Best Interest. Held to a Fiduciary standard.
- emphasis on low-cost investment strategies
