Special Report: Finding Your Fiduciary Financial Advisor
May we send on your special report?
Why is it so hard to find Objective Investment Advice?
Download Our Ultimate Guide to Selecting Objective, Fee-Only Fiduciary Financial Advisors
What stage of your financial journey are you in?
Finding Objective Financial & Investment Advice
Discover how to find objective fiduciary advice, avoid hidden fees and partner with wealth advisors whom you can trust.
Maximizing Your Pre & Post Retirement Plan
Maximize your investments and retirement goals without the uncertainties associated with "playing the stock market".
Educating Yourself For Wealth & Income Growth
Wealth and Income growth is a lifelong pursuit. Achieve your financial goals no matter what your situation.
Find Objective Financial & Investment Advice
The key is understanding how a "Fiduciary" is obligated to always provide advice with your best interests at heart
How a fee only approach works to save you money without worrying about hidden charges
Understanding how fee only advisors work [INFOGRAPHIC]
Fiduciaries are required by law to act with undivided loyalty to their clients, in all circumstances.
Key Questions for the Long-Term Investor
Unbiased and objective financial advice is a key aspect for thriving in a competitive environment.
Avoiding Financial Scams and Identity Theft Fraud
Nobody is immune from financial scams and identity theft fraud. Learn to recognize the warning signals.
Douglas Finley
MS, CFP, AEP, CDFA
President / Founder
We ALWAYS act in a fiduciary capacity when advising our clients, and this is much more unique than you might imagine.
What this means for you...
"Once you understand the difference an objective fiduciary advisor makes, the choice could not be more clear"
Douglas Finley, MS, CFP, AEP, CDFA
President, Founder
Maximize Your Retirement With Evidence Based Investing
Pre & Post Retirement Strategies to Maximize Your Investments And Make Them Last
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10 Evidence Based Principles To Maximize Your Investments
Evidence Based Wealth Management
Putting the odds of success in your favor, the proven way.
Evidence-Based Investing vs. Indexing
It’s becoming easier for individual investors to gain cost-effective exposure to globally diversified market returns.
The Most Tax Efficient Retirement Strategies
How to make your retirement accounts last with no excessive fees.
The first step in establishing successful investments is to recognize the difference it makes when you have a solid wealth management strategy to depend on during your life-long decision-making.
Financial Planning Tools
The Tao of Wealth Management:
"Do Without Doing"
A Chinese philosophy that in some areas of life, such as investing, greater activity does not necessarily translate into better results.
Educate Yourself For Wealth & Income Growth
Resources to educating yourself for wealth and income growth, no matter what life throws your way
Your Financial Planning Journey - Getting To What's Truly Important
10 Steps to Easing Financial Anxiety During Major Life Changes
Life happens, and sometimes, it can be incredibly worrisome from a financial standpoint.
Divorce and Social Security Benefits
The end of a marriage does not necessarily mean the end of your right to spousal benefits.
Women and Divorce - resources to help you get through this
What to know before signing anything.
Resources for educating yourself, financially. Grow your wealth and income, no matter what life throws your way.
Retirement Planning
Special Situations
Investing
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Resources
About & Contact
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