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WHAT IS A FIDUCIARY FINANCIAL PLANNER?

A Certified Financial Planner™ who is a member of the National Association of Personal Financial Advisors (NAPFA) agrees to uphold a fiduciary oath to act in good faith and in the best interests of the client.

Major news publications maintain the following articles to do their part to educate the public regarding a financial planner fiduciary standard of care.
In a few minutes of reading about how to vet a financial advisor, your family could benefit for a lifetime…

If you take a brief moment to explore these articles, you will quickly discover FinancialFamilies is proudly positioned to help your family bring success home as your financial plannerEvery family has a financial plan, whether they know it or not. Your family will be better off knowing it.

What does my family need to know about choosing a financial planner?

Your family should keep two keywords in mind when choosing a financial planner: FIDUCIARY and FEE-ONLY. Fiduciary fee-only financial planners offer services on a wide range of financial topics, including investments and retirement planning. As a FIDUCIARY, client interests must be held above all else. As a FEE-ONLY fiduciary, advice in the best interests of the client family serves as the sole source of revenue for the advisor. Membership in the National Association of Personal Financial Advisors (NAPFA) confirms a commitment to FIDUCIARY FEE-ONLY financial planning. FinancialFamilies takes great pride in helping loving families bring success home!