Frequently Asked Questions

What is a Certified Financial Planner® (CFP®)?

What is a Chartered Financial Analyst (CFA)?

What is an Accredited Estate Planner (AEP®)?

What is a “fee-only” advisor?

Why is fee-only compensation of critical importance?

What is NAPFA?

What is the significance of the term, “NAPFA-Registered Financial Advisor?”

What is your fee structure?

Do you have a minimum account size?

How do I know my money is safe?

I consider myself to be financially savvy. Do I need a financial advisor?

Can I use just one of your services?

What are the retirement plan limits for 2014 & 2015?

Here is a nice article provided by Anne Kates Smith of Kiplinger: &nbs...