As an interested consumer, it’s very challenging to find a way to secure your future with financial representatives offering you advice when they also have an incentive to push certain products; thousands of mutual funds, exchange traded funds, REITs, commodities and other investments to choose from; a plethora of piecemeal advice offered by magazines, newspapers, web sites and your family and friends to tell you how to invest, plan for your retirement and fund your children’s education.
Conklin Financial Planning provides the objective, unbiased advice you need to make sound financial decisions. To do this, we follow these business practices:
We provide Hourly, Fee-Only advice. This means we receive compensation only from our clients; we do not sell any financial products. This allows us to offer objective advice and to recommend low-cost investments and other financial products. This can potentially save you thousands of dollars in fees and commissions.
We stay on top of essential information in the industry with continuing education and by tapping the expertise of leading professional groups.
Advice is accessible to anyone who needs it with our hourly, as needed services. There are no minimum asset or retainer fees required.
An important issue is to find an advisor who is always working in your best interests. This means that you need to find someone who is acting as a Fiduciary and not a “suitability” standard.
You still need to feel comfortable placing your trust in our advice. That’s why we offer a no-cost, no-obligation Get Acquainted meeting to discuss the help we can provide, a fee estimate and our working relationship for your engagement. To set up an appointment, call 845-545-1002 now, or Email us here to set up a meeting.