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Fiduciary,
Fee-Only Personal Financial Planning and
Investment ManagementWealth
Management Investment Advisor Evergreen CO 80439 Denver Fee
Only Financial Planning
I specialize in
cost-effective
financial planning for those seeking qualified financial
advice
from someone that
doesn't sell financial products. I don't
receive commissions from any source and work only for
you. --Fred
Bridge, CFP®
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Independent Registered Investment Advisor (RIA) that
has a higher standard and legal fiduciary duty to
clients to always put your best interest first.
Brokerage firms and most other financial advisors
are not fiduciaries, but salespeople paid by their
firm- which means that they must always balance your
goals with those of their firm.
-
Commitment to the field of financial planning and
investment advice through the rigorous process of
Certification by the CFP Board, including a two year
financial planning curriculum followed by a two day
exam.
-
Ongoing Disciplinary Oversight by the CFP Board
since 1985 (no complaints ever) and commitment to
ongoing continuing education
-
Commitment to the
Certified Financial Planner Board of Standards Inc.
- Code of Ethics.
-
Commitment to continuing education in all areas of
financial planning including 30 hours per year in
the area of tax practice
-
Commitment to superior service and a rewarding
financial planning experience for you.
-
Fi·du·ci·ar·y (def.) A legal duty of loyalty and
faithfulness towards another.
FINANCIAL PLANNERTM
and
are marks owned by the Certified Financial Planner Board
of Standards, Inc. These marks are awarded to
individuals who successfully complete the CFP Board's
initial and ongoing certification requirements.
Colorado,
Boulder, CO Colorado.Financial Planning Process | Fee-Only Services | Bio | Sample Conservative Strategy | Brochure | Contact | Research | Regulatory Info | TD Ameritrade Account Access |
