Of all the financial decisions you will make, one of the most important could be to hire a professional to help you achieve your financial goals.
My practice concentrates primarily on managing investment assets for individuals, families, small businesses, trusts, and retirement plans.
Our first meeting is complimentary and consists of a relaxed and thoughtful discussion of our services and to determine if there is a basis for us to do business.
What Is Fee Only?
Fee-only financial advisors are compensated solely from fees paid by their clients. They do not accept referral fees, commissions, or any other payment for recommending specific products.
Fee-only financial advisors believe there is a significant conflict of interest if they stand to gain financially from the purchase of any product they recommend to clients. They are a minority of the practicing financial advisors. Some financial advisors receive all of their compensation from the provider of the products they recommend and sell. These products commonly include load mutual funds and/or high-cost insurance products.
Using a fee-only financial advisor means a client can be reasonably assured that unbiased suggestions are being made.
For more information on the differences between fee-only investment advisors and stockbrokers and/or other commission-based salespeople, please read the following attachments:
John C. Gower, CFP, EA may only transact business with residents of Missouri or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.
