Who can I trust?
How do I know this person is working in my best interest?
Do any third party's benefit from the engagement?
What if I just want to pay for pure advice, via flat fee or by the hour?
One way to ensure the financial advice you are receiving is completely unbiased is to work directly with a Fee-Only Certified Financial Planner.
Here are some of the benefits of working with a Fee-Only Financial Planner:
5 BENEFITS of FEE ONLY FINANCIAL PLANNERS by Retirement in View
1. Objective Advice
A fee only financial planner can provide unbiased advice as they do not receive compensation from recommending financial products. Their true value lies in the fact that they work directly for you.
2. Professional Designation
Working with a fee only planner who has the CERTIFIED FINANCIAL PLANNER® designation will ensure you will be working with a professional who has the knowledge, experience and most importantly the obligation to follow a code of ethics.
3. Fee Transparency
Fee-only financial planners typically charge by the hour, on a flat fee basis or by annual retainer. These fees are established and agreed to at the beginning of the engagement. They do not sell financial products with embedded fees or hidden commissions.
4. Comprehensive Financial Planning
A fee only financial planner looks at your entire financial picture. They help you establish lifestyle goals and provide a plan with actionable recommendations on everything from retirement, investments, and taxation to insurance and budgeting.
5. Represents Your Best Interests
A fee only financial planner's fiduciary duty is to put your best interests first. There is no sales pressure when working with these professionals as they provide objective advice and you pay only for their unbiased advice and recommendations.
Where to Find Us?
We are an independent, fee only (fee for service) financial planning firm based in Ottawa ON, Canada. Visit us at:
Retirement in View Ottawa
240 Catherine St. Suite #201
Ottawa ON K2P 2G5
613-416-9593
Click here for a complete list of Certified Financial Planners in your area.
For Fee Only Planners use this directory and list of planners created by John Robertson
Another option is the The MoneySense Find a Qualified Advisor Tool
For Fee Only Planners use this directory and list of planners created by John Robertson
Another option is the The MoneySense Find a Qualified Advisor Tool
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