23 Bingham Lane
P. O. Box 1591
Williston, VT 05495
Phone: (802) 764-5815
Fax: (802) 764-5816
1-866-410-9554
Too often, clients are advised to purchase investments that may not be best suited for them because of conflicts of interest. Fee-Only Planners are compensated for their advice on an hourly basis and for service rather than commissions from product sales.
"Financial Planners who take commissions have a built-in conflict of interest...even with disclosure, my choice would be a Fee-Only financial planner."
-- Jane Bryant Quinn, Newsweek
"The most important matter is how the planner is compensated. Hire the planner who...has no financial stake in (your) investments."
-- Forbes
"Start with the general practitioner...a Financial Planner (whose) compensation should be from fees alone."
-- Money Magazine
"If you have more than $50,000 to invest, you should fire your broker and find an investment advisor. Brokerage firms would like you to think they perform the same functions as investment advisors." "Financial planners who are members of the National Association of Personal Financial Advisors...submit their work to peer review and are not supposed to charge anything but a fee."
-- Arthur Levitt, Former SEC Chairman
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