|
Fee-Only
John A. Epeneter is a NAPFA-Registered Financial Advisor. A member of the National Association of Personal Financial Advisors (NAPFA) must practice Fee-Only comprehensive financial planning. A NAPFA Advisor agrees to abide by the NAPFA Code of Ethics, Fiduciary Oath and Standards of Practice, receives no commissions, referral fees, rebates or any other reward for selling products, must fully disclose any and all conflicts of interest, and agrees to participate in the continuing rigorous education and training requirements. Fee-Only also means a client's interests are always paramount. It means we practice a holistic approach to financial planning. It means competent and informed investment decisions must take into account all the other factors that comprise an investor’s financial profile, including tax, estate planning, insurance, risk tolerance, specific family circumstances and ultimate financial goals. It also means one of our comprehensive financial plans must be peer reviewed every two years. It also means completion of continuing education in six subject areas every two years. The mission of the National Association of Personal Financial Advisors (NAPFA) is to promote the public interest by advancing the profession of financial planning based upon all our core values, thereby improving the quality of clients’ lives.
|
|
© John A. Epeneter.CPA/PFS, CFP®, CFS, CCPS. All rights reserved.
3 Russell Avenue, Maynard, Massachusetts 01754 info@johnecpa.com Voice: 978-897-0741 FAX: 978-897-1055
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP®, Board's initial and ongoing certification requirements. CARE Asset Management and Strategies, Inc. is a registered investment advisor in the state of Massachusetts. |
Subscribe to our Newsletter
