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We are a Fiduciary Financial Planning Firm

We have a passion for serving clients that need unbiased financial advice!

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Fee-Only, Fiduciary, Independent

Kastler Financial Planning_Fee-Only_Fiduciary_Independent from Mike Kastler, MSF, RICP® on Vimeo.

The Fiduciary Advantage

Fee-only: Financial advice without the pressure or bias of product sales, commissions, or referral fees.

Fiducary: To always act in your best interest before our own.

Independent: Does not represent a brokerage firm or insurance company.

Every Advisor claims to be a fiduciary. But there are different definitions of fiduciary, depending on the fiduciary organization one is aligned with. So how do you know if  your Financial Advisor is truly a fiduciary working in your best interest?  Step 1 is to ask how they are paid. That will give you good insights to an external motivators. 

At Kastler Financial Planning, our Fiduciary Advantage is that I've signed an oath with The Fiduciary Standard organization. A signed copy is available for each client.

Step 2: Ask your current Advisor or one that you are interviewing to sign this oath!

Our First Priority

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

How We Work

You provide your dreams and goals, and we do the heavy lifting to chart a course forward. 

We start with a personal process to understand you, your values around money, and you aspirations for a retirement purpose and lifestyle. We'll use our expertise to analyze your current situtation, run various projections and show you possible retirement dates, porfolio options, and income streams.

We'll provide observations and recommendations in a summary written Intials Plan. On-Going Planning services is available to provide you with a quarterly service calendar to keep you fully updated.  

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Contact Us

If you believe you could benefit from working with a fiduciary financial planner, schedule a 30-min consultation to review your goals to see if you’re a good match for our practice.