Our Value Proposition for CFP® Practitioners
& Fee-only Professionals
SEVEN WAYS WE CAN HELP.
Reduce your referral anxiety.
Increase your client loyalty.
Disenfranchise your future competition.
Insulate/increase your assets under management.
Leverage your time.
Reduce your professional liability.
Simplify & expedite plan implementation.
Try us out, risk free!
We'll provide our full suite of services on a trial basis to up to three of your clients without any obligation. Should you decide to move forward, we will work with you to develop a mutually-agreeable consulting structure that honors your fee-only convictions and amplifies your fiduciary capacity.Contact us
Please feel free to contact Michael Burton, CFP®, directly at 512-789-7332 or [email protected] to get the discussion started.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.