Financial Services
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Financial Services
Fee-only financial planning means 100% objective advice. It’s just that simple. When you’re making important financial decisions, which will affect your future, you need to know that the advice you’re receiving is free from any conflict of interest and is not being motivated by a sales commission. L&E Consulting proudly stands behind our commitment to provide you objective advice, tailored specifically to your needs and goals. We have a fiduciary duty to always act in your best interest. Not many “advisors” out there can say that.
Financial Planning
Fee-only financial planning means 100% objective advice
We Are Objective
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We Act in Your Best Interests
We do not accept commissions. Our advice is our only “product”, so there is a direct financial incentive to work in your best interest and develop solutions that fit your specific needs.
We Look at the Whole Picture
We work to understand the totality of your situation in order to provide advice that will tell you where you are now, where you want to go, what impediments may be in the way, and what steps will actually accomplish your goals.
The Hierarchy of Financial Advice
We Provide Comprehensive Solutions
We assess the full picture in order to provide comprehensive solutions that show how you can actually achieve your goals. Our advisors focus on all the solutions available to actually help you because their compensation and reputation .
We Give Unbiased Financial Advice Whenever You Need It
Our sense of mission is determined by your needs, not by a product sales cycle. When you need advice, you get it; and you’re never stuck paying on-going commissions for a product you might not need in the first place.
We Can Provide an Objective Second Opinion
There are times when you may be content with your current financial advisor, but just want a second opinion. Our compensation basis allows us to provide a much-needed second opinion honestly, and there will never be an incentive to lambaste the existing. .
Supporting Subheading
We Give Unbiased Financial Advice Whenever You Need It
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We Provide Comprehensive Solutions
We assess the full picture in order to provide comprehensive solutions that show how you can actually achieve your goals. Our advisors focus on all the solutions available to actually help you.
We Give Unbiased Financial Advice
Our sense of mission is determined by your needs, not by a product sales cycle. When you need advice, you get it; and you’re never stuck paying on-going commissions for a product you might not need in the first place.
We Can Provide an Objective
There are times when you may be content with your current financial advisor, but just want a second opinion.
We Give Solutions
Our compensation basis allows us to provide a much-needed second opinion honestly, and there will never be an incentive to lambaste the existing advisor in order to sell a product..
We Are Objective
Consulting is a fiduciary advisor, and we’ve got 40+ years of experience helping people with these issues. We’d be happy to offer you a complimentary consultation.
The Hierarchy of Financial Advice
How We Can Help
Consulting has enjoyed a long history of providing our clients with objective, fee-only financial advice. In keeping with our fiduciary standard to the client, we never sell any products, never accept commissions, and always act in your best interests. In short, we succeed when you succeed. It’s that simple! When you speak with your current financial advisor, ask them three simple questions:
1. Do you provide unbiased financial advice free of any conflicts of interest?
2. Are you a fiduciary, and if so, will you sign a fiduciary oath or pledge?
3. Do you always have the client’s best interests in mind when giving advice and making decisions?
If they answer “no” to any of these questions then maybe it’s time you started working with an objective, fee-only financial advisor. If you agree, then we would love to be of service. Click on the button and fill out the form on the page to schedule a meeting.