Why Use Our Firm?
We are often asked why people should choose Clintsman Financial Planning for their financial planning needs. The answer is as simple as 1-2-3.
With over 60 years combined experience working with individuals from all walks of life, Clintsman Financial Planning has the ability to work with those from all financial backgrounds. We take pride in putting people at ease when it comes to financial issues. In addition, Clintsman Financial Planning subscribes to the “old school” of financial planning, by maintaining a broad background of expertise across all topics of financial planning (see Why Use a CFP®?).
2. Objectivity and Independence
Most financial advisory firms are fee-based (as opposed to Fee-Only), which means they earn both fees and commissions. Other firms are commission-based, which makes the firm more of a sales organization than a true consulting organization. Because Clintsman Financial Planning is Fee-Only, we receive no third-party commissions or revenue of any sort from our recommendations. This means there are no conflicts of interest to taint our recommendations. We work solely for our clients, empowering them to make the best financial decisions possible. To learn more about why Fee-Only should be important to you, see the Common Questions & Concerns page.
3. Flexibility and Affordability
Traditional, fee-based firms typically charge the client a minimum annual amount or commissions of several thousand dollars. At Clintsman Financial Planning, our clients pay us a reasonable fee, for the actual amount of work performed, as they need it – from small questions to big projects. Most of our clients “check in” with us twice a year like they do their doctor or dentist, while others utilize our service more routinely throughout the year for investment performance monitoring, etc. Either way, the choice is yours.