Financial Planner

rick0428 · 10-28-2017, 04:32 PM

My son has a financial planning business. He's based out of Windham, but is very capable of serving clients in the lakes region. He is a Certified Financial Planner which means he serves his clients in a fiduciary capacity, meaning he is required to put his clients' interests first. His only compensation is the fees he charges his clients, he never receives commissions based on products he recommends. Who ever you work with, I would insist they are a fiduciary and fee only based. His website is www.lakesidefinancialplan.com if you want to check him out.

10-28-2017, 04:32 PM	#11
rick0428 Junior Member Join Date: Oct 2017 Location: Moultonborough Neck Posts: 7 Thanks: 0 Thanked 0 Times in 0 Posts	Financial Planner My son has a financial planning business. He's based out of Windham, but is very capable of serving clients in the lakes region. He is a Certified Financial Planner which means he serves his clients in a fiduciary capacity, meaning he is required to put his clients' interests first. His only compensation is the fees he charges his clients, he never receives commissions based on products he recommends. Who ever you work with, I would insist they are a fiduciary and fee only based. His website is www.lakesidefinancialplan.com if you want to check him out.