Objectivity is the foundation of our firm. While there are other approaches to financial planning, we believe the inherent objectivity in our “advice-only” approach enables clients to make better decisions.
Stewart & Kett Financial Advisors Inc. does not earn commissions from financial product sales, fees from assets under management, or referral fees from businesses to whom we refer clients. Our only source of income is fees charged to clients for services rendered.Our clients highly value our “advice-only’ approach because:
We are free to consider all options. Our only incentive is to make the most appropriate recommendations for our clients.
We are free of the reasonable doubt that may arise when advisors’ compensation is tied to the purchase of financial products or services.
We are free to offer a safe environment for clients to fully disclose all aspects of their personal and financial circumstances. As a result, we can more effectively apply our broad-based knowledge and experience to coordinate solutions and to identify opportunities.
We would be pleased to speak or meet with you to determine whether our services would be suited to your planning needs.