As a fee-only financial planning firm, we do not accept any third-party sales commissions. This removes all conflicts of interest regarding compensation and allows us to focus on what is best for our clients. Our clients feel better knowing that we are independent from financial product providers and do not have any incentives to recommend certain products or services. The cost of our advice is completely transparent...no hidden commissions or charges!
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Fee-Only Financial Planning

Hours
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Extra Phones

Waco, TX Office: 254-227-6433

Neighborhood
Heritage Center
Accreditation

Certified Financial Planner Professional (CFP®), MBA

Categories
Investments, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds
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