Financial Planning Advocates
 



Welcome

advocate (noun): 1. one who defends or maintains a cause. 2. one who acts on behalf of another.

Financial Planning Advocates is a fee-only advisory firm in Springfield, Missouri that helps you make smart, long-term financial decisions to maximize your resources, realize a better, more fulfilling life, and achieve financial independence.

We don't sell financial products, receive sales commissions, or require you to give us custody of your investments, so our recommendations are objective and made with your best interests in mind. In addition, there are no minimum net worth or investment requirements, so people from all walks of life – from do-it-yourselfers who want guidance on specific financial topics to individuals who need comprehensive advice – can use our services.

In any successful relationship, trust is essential. When looking for a financial advisor, you deserve to know how we operate so you can make an informed decision about working with us. This website was designed for just that purpose – to give you information about us so you can decide whether our services are appropriate for you.



10/01/2007






REGULATORY DISCLOSURE:

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Financial Planning Advocates, and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-only financial planning and investment advisory services are offered by Financial Planning Advocates, a Registered Investment Advisory firm in the State of Missouri. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Missouri or where otherwise legally permitted.


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