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What makes hiring a fee only financial planner the best choice

Fee Only Financial Planner Orange County are registered investment advisors who have the fiduciary responsibility to act in the best interest of their clients. They do not work for any other fee or compensation except the one paid by their client for the services they deliver.

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What makes hiring a fee only financial planner the best choice

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  1. WHAT MAKES HIRING A FEE ONLY FINANCIAL PLANNER THE BEST CHOICE?

  2. THE BEST THING ABOUT WORKING WITH A FEE ONLY FINANCIAL PLANNER IS THAT THERE IS NO OR VERY LESS CHANCE OF CONFLICT OF INTEREST; AS THE ADVISOR IS BEING PAID FOR THE SERVICE OR HE SHE IS DELIVERING, THEY DO NOT PRESSURIZE THE CLIENT INTO TAKING A DECISION THAT MIGHT NOT WORK OUT FOR THEM

  3. WHEN CLIENTS WORK WITH FEE ONLY FINANCIAL PLANNERS, THERE ARE NO FINANCIAL HOOKS, SURRENDER CHARGES OR LOCKUP PERIODS; THE CLIENTS ARE FREE TO LEAVE THE PLANNER ANY TIME THEY ARE NOT HAPPY WITH THE WAY HE OR SHE IS HANDLING THEIR INVESTMENTS AND FIND SOMEONE ELSE TO MANAGE THEIR ASSETS

  4. AS THEY ARE BOUND BY THE FIDUCIARY DUTY, THE FINANCIAL ADVISORS TAKE THEIR CLIENTS AND THEIR INVESTMENT SERIOUSLY AND MAKE SURE THAT THEY ONLY ACCEPT COMPENSATION OR FEE FOR THE WORK THEY DO FROM THEIR CLIENTS AND NO ONE ELSE

  5. THEY DO NOT HAVE ANY STAKE IN YOUR INVESTMENT, THEY ARE JUST CHARGING MONTHLY, QUARTERLY, HOURLY, OR A PROJECT-BASED FLAT-FEE FOR THE ADVICE THEY OFFER AND THAT YOU BOTH AGREE ON

  6. THEY GENERALLY PROVIDE A MORE COMPREHENSIVE ADVICE AS COMPARED TO ADVISORS WHO CHARGE COMMISSIONS OR HAVE OTHER MEANS OF PAYMENT; IT IS BECAUSE THEY ARE ONLY ACCEPTING REMUNERATION BY THEIR CLIENTS AND THERE IS NO COMMISSION OR ANY OTHER PROFIT INVOLVED THAT MIGHT PROMPT THEM TO MISGUIDE THE CLIENT OR GIVE THEM WRONG ADVISE

  7. WITH HELP OF A PROFESSIONAL AND RELIABLE FEE ONLY FINANCIAL PLANNER ORANGE COUNTY, YOU CAN LOOK FORWARD TO GETTING THE MOST UNBIASED AND HONEST ADVICE REGARDING YOUR INVESTMENTS AND MEET YOUR FINANCIAL GOALS MOST EFFICIENTLY

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