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The success of a financial planner is based on the success of his or her clients, not on the number of purchases each client makes. That's why Budros Ruhlin & Roe accepts no commissions, referral fees or expense reimbursements from the implementation of any of our recommendations. By refusing to accept any compensation other than a single, predetermined client fee, we can remain unbiased and can truly concentrate on your best interests.
When we do advise the purchase of financial products, we can implement those purchases at no or very low cost. We work in concert with the other professionals on whose advice and counsel you depend. We integrate and coordinate the efforts of your attorney, accountant and banker to achieve a unified plan. From the information we assemble from all sources, we can make unbiased decisions based on the big picture.
Every aspect of your financial plan is equally important. What sets us apart is that we focus on a wealth management strategy that covers all areas of your financial situation, not just investments. We'll help you understand just how much insurance you need to be safe, without elaborate coverage you may not need. We'll show you how to minimize your tax burden. We'll help you set realistic goals for retirement and show you the latest projections on college tuition and make sure the money you've set aside for your children's education can stand up to ever-increasing costs.
We strive to be aware of every nuance in the marketplace, to constantly increase the scope and depth of our knowledge, so that our advice to you is timely, accurate and effective. We make certain that the information we give you is understandable, not just a lot of raw data or facts and figures. Just as a craftsman carefully selects only the tools he needs, Budros Ruhlin & Roe helps guide you with the advice, timing, frame of reference and knowledge of financial options you'll need to reach your goals.
Since there are no hourly charges to worry about, you can feel free to call us for advice or information and clarification any time and as often as you wish. |