We provide Fee-Only Financial Planning.

Unfortunately, not all planners are created equal. Some are thinly disguised investment salespeople, and many don't have the background or inclination to offer true, comprehensive financial advice.
If you want an advisor who is objective, who focuses on your priorities and is not limited to specific financial products, consider working with us. As Fee-Only Planners, our only compensation is the fee paid by our client. This compensation structure supports our desire to serve clients' best interests

We are committed to providing financial guidance to a broad cross section of the population. This includes working with both high net worth clients and middle income clients.

A good financial planner looks at every aspect of his or her clients' financial situations, from their budgets to their estate plans. That's the only way to give truly customized, comprehensive planning advice.
Many of those calling themselves financial planners, however, focus on one narrow aspect of a client's monetary condition -- usually the area that corresponds with whatever financial training they've received.
Your planner should be able to converse intelligently about alternatives to his recommendations. If he can't, or insists his approach is the only way, look elsewhere for advice.

Understand that good, comprehensive financial planning doesn't ensure outsized returns. A plan should, however, allow you to improve your credit, minimize your taxes, protect your assets, take care of your heirs and grow your wealth over time.

Avoid planners who don't have a consistent philosophy or who are constantly talking about the next hot trend. And take some responsibility for your actions: Don't be a trend-chaser or insist on wild swings in course, especially if your credentialed, experienced planner advises otherwise.

You are welcome in our office for a no nonsense and straight forward intake discussion.

Freddy Jacobs
frjacobs@telenet.be