Independent Fee Only Financial Planning Todd & Associates provides comprehensive, financial planning to clients on a fee-only basis. Unlike most financial service providers, we sell no products and collect no commissions or hidden fees. This approach results in each client receiving only appropriate services, free from conflict of interest, and often at a lower overall cost.
We are fee only Registered Financial Planners and Certified Financial Planners in business for over 12+ years and located in Calgary, Alberta . We apply the high practice and ethics standards set by the Institute of Advanced Financial Planners and the Financial Planners Standards Council. Objectives: - Focus clients on actions needed to achieve personal financial security
- Help clients achieve a balanced lifestyle and a rewarding future.
- Help clients implement their unique financial and lifestyle planning solutions
- Provide ongoing advice and support services in all areas critical to client financial security
- Ensure clients actively work with us in achieving their goals
To meet our objectives we: - Design retirement security plans and wealth management strategies tailored to client goals
- Maintain client communication to ensure their ‘Plan’ is acted upon by offering support, encouragement and assistance in all areas of their ‘Plan’
- Evolve our practice to provide new services that clients will need in the future
- Undertake continuing education in our areas of expertise and technical skills
- Maintain professional practice standards and ethics consistent with the Institute of Advanced Financial Planning and Financial Planning Standards Council
- Continuously update our inventory of suitable, qualified firms who can provide the professional, cost effective products and services needed by our clients
|
|
