Rick Epple, CFP®, CeFT®, has been a NAPFA member since 1999 and believes in his organizations approach to providing comprehensive wealth management to our clients on a fiduciary basis (always in their best interests).
Finding qualified, independent financial advisors should not be difficult, but it is for many hard working Americans. With so many people claiming to be financial planners, financial advisors, financial counselors, wealth managers, how do you know when you’ve found someone who can really help you?
The National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors, is please to provide you with this field guide to assist you in your pursuit for a qualified, independent financial advisor.
View the Complete Guide Here: https://www.aurochsfinancial.com/wp-content/uploads/2017/10/Pursuit-of-a-Financial-Advisor-Field-Guide-v2017.pd_.pdf
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)