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Warren Ward Associates Advantages:
• Fee-only comprehensive financial planners
• Holistic approach
• Financial coaching
• Expertise and experience
• Emphasis on life planning issues
The 2% Difference?
Meet Fiduciary Standard - your interests come first. Brokers and Insurance Agents only have to meet a Suitability standard.
They are required to place their brokerage firm or insurance company’s interest above that of the client.
Fee-only advisors have only their time & expertise for sale – they do not accept commissions or referral fees.
Fee-only advisors can accept a broad range of assignments from clients – in addition to investment & insurance, they can advise about estate planning, retirement options, college funding, CD alternatives and much more.
