Why choose a Fee-Only advisor?

Choosing a financial advisor is not a simple task. Carefully consider how your advisor is compensated. Working with a Fee-Only advisor, you can enjoy the peace of mind that comes from knowing that your advisor has your best interests at heart.

Useful Resources:
Working With a Fee-Only Advisor (PDF)
Fiduciary Standard (PDF)
How to Choose a Financial Planner (PDF)

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In The News

Lori Embrey was recently quoted in Financial Planning magazine in an article titled, "Healthcare Without Medicare." Read the full article:
http://www.financial-planning.com/asset/article/559431/healthcare-without-medicare.html

Lori was also quoted by Tim Middleton of MSN Money in his article titled, "6 Smart 401k Moves For Rough Times." Read the full article: http://articles.moneycentral.msn.com/Investing/MutualFunds/6Smart401kMovesForRoughTimes.aspx

Read Lori's monthly financial planning column, "Pocket Change," in MomStyle. Visit www.ColumbusParent.com to register.
March 28, 2008 - Retirement Planning MomStyle