Why RWW?
Independent Advisor
RWW is independent, with no affiliation to any brokers or insurance companies.
Fee-only Financial Consulting
By offering financial consulting services on a fee-only basis, I can provide you with solutions that will best address your particular situation.
Fee-only means that there are no conflicts of interest regarding compensation – no commissions, no selling of investment or insurance products, no third party ties or incentives, no referral fees, no account minimums or net worth minimums to meet, and no long-term contracts to sign.
Fiduciary Responsibility
As a CPA and a Certified Financial Planner™, I have a financial fiduciary duty to you.
Fiduciary is defined as an obligation to carry out my responsibilities with the utmost degree of "good faith, honesty, integrity, loyalty and undivided service of the beneficiaries' interest."
For many people, financial matters can be overwhelming. I will partner with you to help clarify and bring order, creating a plan of action for addressing your questions, issues and concerns.
I strive to serve my clients with honesty, integrity, and the utmost of care.
Heading in the right direction.