At Mark Sheptoff Financial Planning, LLC, we abide by the fiduciary status. As fiduciaries we are required to act in our client’s best interest when providing financial advice. This is a legal and ethical distinction that holds financial planners to the highest standard of care.
Comprehensive financial planning is an ongoing process where we work with our clients to understand their goals and values and collaboratively devise a plan to help them succeed. We understand that life happens and your financial plan should be flexible and dynamic. We partner with our clients to educate, guide and offer solutions to stay on track.
We are fee-only financial planners, which means we are compensated only by our clients. We do not sell any products, we do not receive any commissions and we are not compensated by any other third-party. We are independent financial planners and we work solely for the benefit of our clients.
We look forward to working with clients of all ages and situations.
Please feel free to let us help you.
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