The best solution is a fiduciary works for you and only you. As fiduciaries, we do not make a commission by selling a financial product to you. Our standard of care is your best interest. We are your advisor through thick and thin.

Second best is a broker who makes money from selling products. The salesman will call himself your ‘financial advisor’ until things go sideways and then claim the lower standard of ‘suitability’, as in “this was a suitable product to sell to a person like you and who knew it would go badly?” After all, they are not financial advisors, just salesmen and generally nice guys, too.

Why settle for second best?

Please contact us today to schedule a complimentary meeting to discuss your planning needs.

Bob Stowe, CFP® and Roddy Warren, CFP®  are  Fee-Only   CERTIFIED FINANCIAL PLANNER TM practitioners providing fee-only financial planning services to Plano, Dallas, Frisco, Denton, McKinney, Allen, Carrollton, Lewisville, Garland, Richardson, Prosper and the surrounding DFW area. 

Stowe Financial Planning, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. We focus our planning on the issues that matter most to our clients and invest as the plan dictates, which is the only sound path to success. Bob Stowe is a NAPFA-Registered Financial Advisor and member of the Fee-Only Network.

Latest Blog Posts

There are many rules surrounding Social Security and it can be easy to overlook something that can help you unlock maximum benefits for your retirement. Here are five aspects of Social Security that you may not be aware of: #1 – Widows and Widowers The surviving spouse can receive their deceased spouse’s or deceased ex-spouse’s Social Security benefits as early as age 60, which is sooner than the earliest individuals can claim their own benefit...
Bob Stowe |
We have been asked many times this year whether it is time to rebalance. The two main investment groups are stocks ands bonds. Yet, year-to-date the total stock market and total bond market are both down 15-20%. What would we sell and what would we buy in a rebalance when all of the world’s assets generally went down? All corrections aren’t the same. This correction is the other side of the 2021 ski slope where...
The subject is the title of Scott Grannis’ Califia Beach Pundit blogsite. Scott, former chief economist for Western Asset Management, blogs on the state of the economy and markets from his secure position as a former economist, i.e. retired. We think his take on the current economic situation is accurate. The following is an excerpt from his latest blog. Chairman Powell has it all wrong: the way to kill inflation is not to kneecap the...