FINANCIAL ALLIANCE

E|Financial Alliance is a fee -only, financial life planning firm serving clients from a wide-range of income levels, along with small and medium sized businesses. We offer advice while serving as a Fiduciary, placing client interests above the firm. This seems intuitive but only a fraction of the financial firms in existence today operate, and are audited, under this standard. What is a Fiduciary? A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest What is Fee-Only? Fee-Only means that the only revenue we earn is the amount that we agree upon. We don't sell whole life insurance products with commissions. We feel this eliminates the conflicts-of-interest that are traditionally present in financial..