Serving Clients throughout Florida and Around the Country
ARE YOU WORRIED ABOUT YOUR INVESTMENTS?
DO YOU EVEN KNOW IF YOU ARE TAKING TOO MUCH RISK?
IF YOU OWN INVESTMENTS THAT MAY BE UNSUITABLE FOR YOUR SPECIFIC SITUATION?
HOW ABOUT IF YOU ARE PAYING TOO MUCH IN FEES OR COMMISIONS?
Let’s face it- When you consider a CPA, a few stereotypes come to mind. Certified Public Accountants are math nerds and financial experts. We’re economical and like to save money as well as cut taxes. We are usually conservative and avoid risk. We love profits and do not like to lose money. All in all, the particular qualities you would seek for someone handling your money.
As a Boca Raton Investment Advisor and Certified Public Accountant, we will always legally maintain a Fiduciary Standard of Care, which means that we have a sole commitment of loyalty to always act with what is in your best interests. Compare that to the “Suitability Standard” which is what most brokers, bankers, “financial advisors” and insurance salespersons owe their clients. Investment recommendations should definitely be suitable, but they do not have to be in the clients’ best interest. Financial professionals held to a Suitability Standard have a split loyalty between their clients and their own financial interests.
As a Boca Raton Financial Advisor, our relationship with you is built on trust and service, not on sales commissions. We focus on relationships and not individual transactions; Relationships that are built on trust and confidence, and peace of mind through these unstable economic cycles.