Fee-only planners are different from fee-based or commissioned advisors. We are paid for our advice and expertise, and do not seek to sell you products. Most financial products are sold on a commission or quota basis, which has the potential to create a conflict of interest.
You should feel free to ask your advisor or planner how they get paid. And be specific – after all, it is your money.
- Unbiased advice. DDC is a fee-only financial planning firm. Our recommendations focus on strategies and actions that are not linked to the purchase of a specific product. Our advice is based solely on your needs and not our bottom line.
- We offer a no-obligation initial meeting, and we’ll tell you if we can’t help you!
- We are straightforward and realistic so you can rest assured our advice is experienced, appropriate, and honest.