A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in Tarrytown, NY:
Chris Pollard
CFP®, MBA, EA
Great Path Planning
Monroe, NY
Specialties: Retirement Income Planning, Small Business Ownership, Tax Planning and Advice, Comprehensive Financial Planning, Investment Management, Financial Independence Planning
Fee-Only financial planner located in Monroe, NY, and Suffern, NY.
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
