Fee-Only Financial Planning Advisor

       Ed Nelson, ChFC

Ask an Expert - Visit my Virtual Office at LivePerson 

 Financial Planning & Technical Consulting Services

 Providing flexible alternatives to commission-based services

 As you consider the possibilities for your future, you should carefully look at the structure of any agreement that you may strike with your financial services provider. For many years the way "advisors" have been compensated has been restricted to commission-based products. Can you receive objective advice when it comes from an individual that can only offer you products from a pre-determined list? When the interest of their shareholders is placed before yours?


       Your choice...but always with FULL disclosure 

 

Regardless of your choice, make sure that you know exactly how the advisor is compensated.  We only provide assistance on a fee-only basis, meaning that we do not accept commissions from product providers. YOU know exactly how much and WHY we receive compensation.

My Registered Investment Advisory website is http://www.clear-trace.com. You can go there for more information.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.