About Favored Financial Planning

Favored Financial Planning is a registered investment advisor and was intentionally designed to be a fee-only financial planning firm. As a client, you can expect:

  • Straight talk. No financial products are sold, nor are any commissions received.  As a fee-only financial advisor, the only compensation is what you pay for objective professional advice. The complete focus is on what is best for you.
  • All-inclusive approach. All aspects of your finances are evaluated and a strategy is designed where each part works in harmony with the others. You’ll see a lot of attention focused on areas of your financial life that are often overlooked or ignored by other “financial advisors.”
  • Value for your money. An advisor committed to providing service that exceeds your fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than you are charged?

Would you worry less with a professional fee-only financial advisor on your side?


Please click here for disclaimers, disclosures and important legal information.