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You pay for your life monthly, so why not pay your financial advisor monthly? Our advisors offer affordable monthly retainer services so you know you have a financial planner looking out for you throughout the year.
All of our advisors are fee-only, which means they don’t accept commissions, referral fees, or kickbacks of any kind. You can rest assured knowing that our advisors work in your best interest 100% of the time.
The CFP® designation is the recognized standard of excellence for advisors providing competent and ethical personal financial planning, and is a requirement for all of our advisors to be listed on the advisor profile search.
Editor’s Note: Please welcome XYPN member advisor PJ Wallin (CFP®, CPA) to the blog today! PJ was generous enough to provide us with a post containing a wealth of information to help you enjoy tax savings this year and next. We’ll let the expert take it from here! It’s that time of year where folks pull out their W-2s, […]
Do you know what your net worth is? It’s not too hard to calculate, and it’s a good number to know as you work toward your financial goals. Your net worth is your assets minus your liabilities — or, as Investopedia puts it, “it’s the value of everything you own, minus all your debts.” Net […]
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