Paul Yokabitus
CEO
We are pleased to announce the launch of our new fee-only fiduciary financial advisory practice, Cary Financial Planning, LLC, (“Cary Financial Planning”) an independent, Registered Investment Advisory firm we’ve quietly been building and refining over the past year. Cary Financial Planning is dedicated to providing comprehensive, customized financial planning services to individuals and families, helping them achieve their financial goals and their financial future.
As you know, our law firm, Cary Estate Planning, has been a partner for our clients in creating tailored estate planning solutions. Our new financial advisory practice will enable us to serve you even better by providing comprehensive financial planning services that align with your estate planning needs and strategy, and by eliminating the problem we often refer to as the “single point of failure” – by placing too much responsibility in one individual, without backup or support, can result in failure if something happens to that individual: clients left lost and confused when their financial advisor retires or died; surviving spouses having no idea what their financial reality looks like when the “financial” spouse passes.
Here are five reasons why working with a fee-only fiduciary financial advisor like Cary Financial Planning can benefit you:
– Our services are completely independent and unbiased, ensuring that our recommendations are in your best interest.
– We are transparent about our fees and do not receive any commissions, ensuring that our advice is objective and unbiased.
– We provide a comprehensive analysis of your current financial situation and work with you to develop a customized financial plan tailored to your specific goals and objectives.
– Our team has extensive experience in the financial industry, including our lead advisor, Michael Honea, CFP®, and is dedicated to staying up-to-date with the latest trends and best practices in financial planning.
– Our approach is relationship-based, and we work with you on an ongoing basis to monitor your progress and adjust your plan as needed.
As a fee-only fiduciary advisor, Cary Financial Planning is legally obligated to act in your best interest and has no financial incentive to recommend one investment or strategy over another.
By working with Cary Financial Planning for your financial planning needs, you’ll also enjoy the benefits of having a unified team of professionals working on your estate planning and financial planning needs. This approach enables us to provide a holistic, integrated approach to managing your wealth, ensuring that all aspects of your financial life are aligned and working together.
We’re excited to be expanding our services to better serve you and look forward to helping you achieve your financial goals.
Cary Financial Planning is a 2024 Gold Level Diamond Award winner in the Professional Services category by 5 West Magazine.The Diamond Awards are voted on by our community and we are thrilled to receive this recognition.
