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.
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% 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.
7 Things to Know About Saving, Spending, and Paying for College
Here are 7 tips to help you save money, manage your spending, and pay for college.
...TD Ameritrade-Charles Schwab Merger Update #2
The transition of services between TD Ameritrade and Charles Schwab is almost complete. Here is a preview of communic...
A Word About the TD Ameritrade Breach
We take your security very seriously and want to ensure you’re aware of the TD Ameritrade breach. Read their st...
How to Take Advantage of the Gift Tax Exclusion
The Annual Gift Tax Exclusion is important to understand if you wish to gift money to your heirs while you are still ...
U.S. Supreme Court Blocks Student Loan Cancellation; Payments to Resume
3 important developments occurred recently in the world of federal student loans, all of which are bound to have an i...
Darren Zagarola Elected Treasurer of Princeton Adult School
Congratulations to Darren Zagarola on his appointment as Treasurer of the Princeton Adult School.
...Prepare for the Unexpected
Life is full of surprises, no matter how hard we try to control the world around us. How do you plan for unexpected e...
Are You Confident About a Financially Secure Retirement?
There’s good news and bad news on the retirement front. The good news: Nearly two-thirds of workers and retirees ar...
7 Things You May Not Know About 529 Plans
529 Plans exist to help families save and pay for education. But changes to the law have broadened its uses. Here are...