CUSTOM FINANCIAL PLANNING, Inc. is an independent, FEE-ONLY, NO-COMMISSION, registered investment advisory firm. We provide personalized assistance to help our clients address their unique circumstances. Services range from the design and implementation of investment plans, investment policy statements, comprehensive financial plans, review of any financial question, or simply to help adjust to a life change. Our business is to help people manage their lives to the fullest.
People hire us as their CEO ...to put THEIR interests first.
Keywords: FEE ONLY, NO-LOAD, index funds, fiduciary, no-commission,