Fee-Only Financial Planning

clark-howard_749289502

 

Clark Howard is in favor of Fee-Only Financial Planning.

Christian Koch, KAM South, Atlanta, GA Financial Planner / Wealth Advisor agrees with Howard’s assessment of fee-only planners:

“The stakes are so high in investing that you should consider fee-only planners. They’ll give you a fixed price up front for their services, regardless of the product they recommend. You won’t have to worry about conflict of interest.

Their success will depend on your good word of mouth and how well they did by you. To find a good one, go to the National Association of Personal Financial Advisers website, NAPFA.org.”

Christian Koch of KAM South is a member in good standing of NAPFA, the National Association of Personal Financial Advisors. You can visit Koch’s NAPFA profile here.

NAPFA is the country’s leading professional association of Fee-Only financial advisors: highly trained professionals who are committed to working in the best interests of those they serve. Christian Koch believes strongly in the value of non-biased financial advice. The NAFPA Fee-Only value proposition puts the client and advisor on the same side of the table for every key retirement decision. Most retirement decisions are interrelated with solutions, dependent on the client’s situation. Wise counsel and seasoned judgement are critical to navigating retirement issues.

As a NAPFA Fee-Only Financial Advisor, Christian consults on an hourly basis. For those clients on a retainer basis, Christian Koch, CFP®, CPWA®, meets with the client twice per year to review current investments, past performance and any reallocation recommended for the investment portfolio. The reviews are comprehensive and cover all the client’s investments including individual, joint, 401K, SEP and other types of retirement plan accounts. Many of these pre-retirement decisions require expert knowledge in order to recover from past mistakes. Koch’s goal is to help clients navigate retirement successfully.

 

 

Questions?
Call Christian Koch
, CFP®, CPWA®, CDFA™ at (404) 843-3745

More about Clark Howard / Money in Your Pocket