Because of the continued proliferation of financial services and products, more than ever, those seeking financial advice should take time to educate themselves on the wide range of differences among the various providers.
The most important decision criteria are the ability to have a trusted relationship with your advisor and the assurance that your interests are in direct alignment with those of your financial planning and investment management firm or professional.
Here are some important ways in which FJY is unique:
Fee-Only, Fully-Transparent Model
A wealth advisor or financial advisor with a traditional brokerage firm or insurance agency typically sells a range of commission-based financial products and services.
FJY uses a more client-centered approach: we do not receive commissions, referral fees, bonuses, awards, or non-monetary benefits based on our financial planning or investment recommendations. Instead we have an obligation as a fiduciary to act with undivided loyalty to the client, including disclosure of how we are compensated and any relevant conflicts of interest.
Comprehensive Services
Proper financial planning isn’t just about retirement—there are many dimensions in your financial life, and FJY provides services to address each of them, from cash flow to retirement and college planning to estate planning and insurance to business succession planning and more.
Integrated, Holistic Approach
FJY’s in-depth approach starts by understanding not just our clients’ finances and goals, but their lives and priorities—akin to a physician treating the patient, not the symptoms. This holistic, integrated approach helps us formulate the strategy and plans that are aligned with every significant milestone in your financial life.
Fi – du – ci – ar – y: [fi-doo-shee-er-ee] n.
A person who is required to act for the benefit of another person on all matters within the scope of their relationship; one who owes to another the duties of good faith, trust, confidence, and candor.
One who must exercise a high standard of care in managing another’s money or property.
Fox, Joss & Yankee’s Service Model is Unique
Fee-Only, Comprehensive, Holistic
Because of the continued proliferation of financial services and products, more than ever, those seeking financial advice should take time to educate themselves on the wide range of differences among the various providers.
The most important decision criteria are the ability to have a trusted relationship with your advisor and the assurance that your interests are in direct alignment with those of your financial planning and investment management firm or professional.
Here are some important ways in which FJY is unique:
Fee-Only, Fully-Transparent Model
A wealth advisor or financial advisor with a traditional brokerage firm or insurance agency typically sells a range of commission-based financial products and services.
FJY uses a more client-centered approach: we do not receive commissions, referral fees, bonuses, awards, or non-monetary benefits based on our financial planning or investment recommendations. Instead we have an obligation as a fiduciary to act with undivided loyalty to the client, including disclosure of how we are compensated and any relevant conflicts of interest.
Comprehensive Services
Proper financial planning isn’t just about retirement—there are many dimensions in your financial life, and FJY provides services to address each of them, from cash flow to retirement and college planning to estate planning and insurance to business succession planning and more.
Integrated, Holistic Approach
FJY’s in-depth approach starts by understanding not just our clients’ finances and goals, but their lives and priorities—akin to a physician treating the patient, not the symptoms. This holistic, integrated approach helps us formulate the strategy and plans that are aligned with every significant milestone in your financial life.
Fi – du – ci – ar – y: [fi-doo-shee-er-ee] n.