Student Loan & Financial Planning


We don’t take the trust you place in us lightly. You deserve a financial planner that commits to the highest ethical, legal, and competency standards. It sounds simple – but most ‘financial planners’ do not hold themselves to our higher standards.

What is a Fiduciary?

Simply put, a fiduciary is someone who is legally responsible to act in your best interest.

While many so-called financial advisors might be very nice people, very few are fiduciaries. Instead they subscribe to a ‘suitability’ standard.

What does that mean for you? They are salespeople, not advisors. They can sell you products or make recommendations that make them the most money, at your expense with no accountability.


Why we have taken the Fiduciary Oath:

Its the right thing to do. We want to be held to the highest standards. You can expect the advice we provide is based on a thorough analysis of your situation and a financial plan to help you reach your goals. We have adopted the full oath from The Committee for the Fiduciary Standard.

Beyond ‘Just’ Investments

We take financial planning beyond just investments, because your life is more than dollar signs. You think about more than than just saving for retirement or outliving your money. We create 100% custom financial plans for you that are optimized to your own needs, personality, and goals. Remove the headache of complexity and the heartache of uncertainty while receiving comprehensive advice from a fiduciary & fee-only Certified Financial Planner.

More info on all of these topics can be found by clicking the button below.

The leader in helping Dental Professionals protect their future and achieve financial independence.

CFS Dental Division