What is a fee-only financial planner?
As Fee-Only financial planners, we are only compensated by our clients. This allows us to sit on the same side of the table as you and work with your best interest as our priority.
What is a fiduciary?
A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests. (Investopedia)
At Summit Financial Partners, our fiduciary duty mandates that all of our fees are fully disclosed to our clients and we are paid only by our clients and never from outside sources. That means you will never be pressured to buy costly, commission-based products like annuities to fund your retirement.
With our fee structure, there are no uncertainties. They are straightforward and transparent. There is never fine print to understand or any hidden fees. You will know exactly what fees are being drawn from an investment or portfolio before they are incurred.
Let Summit Financial help you with your financial plans.
Financial plans are the most valuable when they are implemented properly, with investment decisions that are made for objective reasons based on sound, scientific research – not on emotions.
That’s why at Summit Financial Partners we listen.
We take the time to learn about you and your personal situation, your financial goals, even your fears. We’ll relieve your burden and anxiety of managing your important financial resources on your own.
From our initial meeting and throughout our ongoing relationship, we’ll maintain regular contact with you to ensure that we are helping you realize your dreams through appropriate asset allocation based on your risk, tolerance, time horizon, and financial goals.
Call us today at 804-290-0162 to schedule an appointment.
