Robert Stoll, CFP®, CFA
Let’s face it, trying to make all the right decisions with your money can feel overwhelming. Not only are there thousands of opinions to wade through, but the financial services industry has thus far been unwilling or unable to provide advice to consumers that isn’t tainted by unsavory sales practices.
I firmly believe that all Americans, regardless of social or financial status, need comprehensive financial planning. Whatever one’s view is of “money,” it ends up touching some of the most important moments in our lives, from getting married to buying a home, to sending kids to college and eventually enjoying retirement. Each one of these life moments requires thoughtful planning because a bad decision in one area can negatively impact our ability to achieve other important goals.
Honey Lake Advisors is here to help you organize your major life goals, create a plan for them, and then help you put the plan into action. You will feel peace of mind knowing that you have a plan and that someone you trust is watching over it for you.
We do this by doing business differently:
Fee-only: The fee you pay us is the fee we get. There are no sales commissions or payments from other sources that influence the recommendations we make for you.
Fiduciary: We are a fiduciary, which means we always put your interests first.
Independently-owned: Our independence means we don’t have expensive proprietary investment products to push on you, as is typical with firms owned by large organizations.
Local: We understand the communities we serve and have a vested interest in making them better.
I look forward to being able to work with you and showing you the value having a comprehensive financial plan in your life.