Why Fee-Only Financial Planning
Since the firm’s founding more than 30 years ago, we have been committed to fee-only comprehensive financial life planning because we believe it is the most responsible way to help our clients. Running a business that does not act in the best interest of the client is simply not sustainable. We act as your fiduciary, making recommendations based solely on what is best for you and intended to help you meet your goals.
Two things help us stand out among the crowd of financial planning and investment advisory firms.
The first is our fee-only approach.Â
The second is the comprehensive nature of our financial life plans.
That is why EKS Associates is a Top Fee-Only Financial Planning Firm.
What is the Benefit of a Top Fee-Only Financial Planning Firm?
The benefit to working with a top fee-only financial planner such as EKS Associates is we are registered investment advisors with a fiduciary responsibility to act in your best interest.
You pay a flat retainer fee or hourly rate in exchange for the advice we provide, and that fee is never contingent on the size of your portfolio. We do not receive compensation from third parties. This independence is why you can feel confident that all recommendations are right for your unique situation and not motivated by commissions.
How EKS Associates is Different from Other Financial Planners
The first thing that differentiates us from many financial planners is our fee-only approach, as described above. We are motivated 100%Â by our desire to help individuals achieve financial independence. We are never motivated by commissions or the size of your portfolio.
The second thing that makes us stand out from the crowd is our comprehensive approach to creating your financial plan. We evaluate and advise on every aspect of your life that can impact your financial independence, including:
- Financial and non-financial goals
- Retirement planning
- Estate planning
- Tax planning
- Charitable giving strategies
- Insurance needs
- Investment management
- Family wealth planning
- College planning
- Cash management
The third thing clients notice when they hire us is how much time we take to listen. Your fee-only financial life plan is not boilerplate. It is written for you and what you want to achieve in life. We ask questions, listen to your desires and concerns, and ensure that you understand the financial plan and how it can help you achieve financial independence. EKS Associates is a proud Top Fee-Only Financial Planning firm.
Learn More About Our Services
The financial plans we develop are comprehensive and designed to help you achieve and maintain financial independence. The plan is driven by your needs and goals.
Request a discovery call today. Share your priorities and concerns with us. We welcome the opportunity to explain our approach. You will clearly see how our fee-only financial planning process can help you achieve your short- and long-term goals.
Recent Insights From Our Advisors
Stay up-to-date on everything that’s happening. Subscribe to our Newsletter today.
Annual Reports: Read Them, Or Throw Them Out?
Annual reports can be challenging to read, but they are full of useful information about your mutual fund’s pro...
Is the U.S. Economy in a Recession?
Many Americans believe the U.S. economy is in a recession. Yet many economic indicators remain strong. This can be co...
Do This Before Upgrading Your Smartphone
Whether you like to have the latest and greatest in smartphones and tablets, or your device is ten years old and no l...
Who is IRMAA, and Why Does She Hate Me?
IRMAA is an unavoidable surcharge that Medicare recipients must pay at some point. Learn when it impacts you, how it&...
How to Help Your Child Buy a Home
Homeownership is part of the American Dream. As prices increase, many young people seek help from their parents. Here...
Why Now May be a Good Time for Roth IRA Conversions
Making a Roth IRA Conversion can benefit you in many ways. A downmarket could present a unique opportunity for a Roth...
Pros and Cons of Buying a Vacation Home
Buying a vacation home can be a reality if you plan properly. Understand the pros and cons of owning a vacation home....
Buying Individual Stocks is a Dangerous Game
Buying stocks is tempting when the stock market goes up, but it can be a dangerous way to invest. See how stock picki...
May 29 is 529 Plan Day
May 29 is 529 Plan Day, a day to highlight the importance of these tax-advantaged college savings accounts. Here̵...