Why We Are Different
Fee-Only.
Lasting Wealth Principles maintains a transparent, fee-only structure, which means that no products are sold to clients for commission (clients’ fees are not tied to the sale of a product). Additionally, we do not receive any form of compensation from anyone other than the client.
Fiduciary.
As a fiduciary, Lasting Wealth Principles is required to always act in its clients' best interests, which is the highest standard of care.
Independent.
Lasting Wealth Principles has no affiliation with any brokerage or insurance companies, which allows us to provide unbiased financial advice (no pressure to make certain recommendations).
Frequently Asked Questions
Q: How is my financial planning fee determined?
A: Prior to entering into an advisor/client engagement, Lasting Wealth Principles’ financial planning fee is first mutually agreed upon and based on the complexity of a client’s financial situation.
Q: How do I get started?
A: Schedule a Free Consultation with Lasting Wealth Principles. We will spend about 30 minutes getting to know each other. If you decide that Lasting Wealth Principles is a good fit as your financial planner, then we will move forward together.
Q: Why is it important to hire a CFP® professional?
Required to act as a fiduciary
Completed coursework in these major personal financial planning areas: Professional Conduct and Regulation, General Principles of Financial Planning, Education Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning, Financial Plan Development (Capstone Course)
Passed 6-hour, comprehensive examination
Has at least 3 years of financial planning related experience
Required to complete continuing education
