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Trailhead Planners

Fee-Only & Fiduciary.

Schedule a Free Intro Call

Why We Choose to be Fee-Only Fiduciaries

We value transparency and believe the fee-only fee structure is the most transparent and easily understood model available. 

We value objectivity and we believe selling products like insurance or annuities for a commission challenges an adviser’s objectivity.   

We believe clients desire expert and ongoing advice rather than financial products.   

We believe incentives matter and we want to ensure we are incentivized to 'sit on the same side of the table as our clients,' offering guidance on the options most suitable for your bottom-line, not ours.

We are fiduciaries and have signed multiple fiduciary oaths. We believe the decision to be fee-only financial planners most ably allows us to act as fiduciaries while serving our clients. 

Additionally, we are proud members of three organizations which require their associated financial advisers to be fee-only fiduciaries: 

Interested in learning more? Setup a free introductory phone call:

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