Picket Fence Financial

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About

1. Fee-only: This means I am not paid by commissions. Of the 600,000 advisors in the US, only 2,000 are truly fee-only. 2. Exchange Traded Funds (ETF): I specialize in the use of ETFs which are the most tax efficient, lowest cost vehicles on the market today. I have so many clients come to me with no real idea where they stand financially and if they are track to meet their goals. I really enjoy simplifying their lives and showing them they can achieve their goals.

Overview

1 employee

15 years in business

Business hours

This pro hasn't listed their business hours.

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Services offered

Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

My customers travel to me

Projects and media

Reviews

5.0

1 review

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Shawn C.

Sep 1, 2012

FAQs

How did you get started doing this type of work?
I was a consumer of the financial services industry before I entered it. I saw the inappropriate advice provided that was driven by commissions, not for the client. I wanted to provide a service that focuses on the client's needs.