Thursday, January 10, 2019

How Fee-Only Financial Planners Make a Difference

Some of the top questions you may have when it comes to hiring a financial planner are:

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 created by John Robertson




18 comments:

  1. Thanks for sharing the valuable Information. I would like to be share with my other friends and I am impressed with your post. Visit Here:John Hart Philly

    ReplyDelete
  2. Thanks for the information... Choosing the right financial planner will help you to take the right decision on your financial/investment plans and goals.
    Best Financial Planners in India
    Financial advisor in Chennai
    Financial Consultant in Chennai

    ReplyDelete
  3. Your blog has piqued a lot of real interest. I can see why since you have done such a good job of making it interesting. I appreciate your efforts very much. financial news for today

    ReplyDelete
  4. This comment has been removed by a blog administrator.

    ReplyDelete
  5. This comment has been removed by a blog administrator.

    ReplyDelete
  6. It is truly a well-researched content and excellent wording. I got so engaged in this material that I couldn’t wait reading. I am impressed with your work and skill. Thanks. http://ketquamoinhat.com/

    ReplyDelete
  7. This article gives the light in which we can observe the reality. This is very nice one and gives indepth information.
    financial planner fort worth

    ReplyDelete
  8. Waow this is quite pleasant article, my sister love to read such type of post, I am going to tell her and bookmarking this webpage. Thanks www.lademocracia.es

    ReplyDelete
  9. Great job for publishing such a nice article. Your article isn’t only useful but it is additionally really informative. Thank you because you have been willing to share information with us. Get aged care financial advice at plutusfinancialguidance.

    ReplyDelete
  10. This information is meaningful and magnificent which you have shared here about the financial planning. I am impressed by the details that you have shared in this post and It reveals how nicely you understand this subject. I would like to thanks for sharing this article here. What happens when a business owner unexpectedly dies

    ReplyDelete
  11. The law likewise accommodates irrevocability.horrific visions carry

    ReplyDelete
  12. At the large scale level, computerized advancement impact monetary improvement and financial approach effectiveness. East Coast Financial of Central Florida

    ReplyDelete
  13. Hello, this weekend is good for me, since this time i am reading this enormous informative article here at my home. w88 com

    ReplyDelete
  14. hello, during quarantine from covid-19 people are looking for more resources regarding budget and foods. i am also helping them by writing about meal planner template excel and financial statement template

    ReplyDelete
  15. Your content is nothing short of brilliant in many ways. I think this is engaging and eye-opening material. Thank you so much for caring about your content and your readers. see this here

    ReplyDelete
  16. Each financial decision you make can affect several other areas of your life. For example, an investment decision may have tax consequences that are harmful to your estate plans. Or a decision about your child's education may affect when and how you meet your retirement goals. Best Financial Planners in Los Angeles

    ReplyDelete
  17. All financial services departments have experienced this ascending trend based on ultimate technology. At first, we may assume that such platforms help professionals streamline their entire activity, however, Blake Mortgage by taking over demanding operations, experts have the opportunity to focus on the strategies they should develop to reach higher performance standards.

    ReplyDelete
  18. I'm glad I found this web site, I couldn't find any knowledge on this matter prior to.Also operate a site and if you are ever interested in doing some visitor writing for me if possible feel free to let me know, im always look for people to check out my web site. Asset Preservation

    ReplyDelete