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

The primary function of financial journalism seems to be terrifying us out of ever achieving our financial goals by shrieking about the market’s volatility. We’ve been reminded of this almost hourly as the S&P 500 nears “official bear market territory,” defined as closing 20% below its January all-time high. Every market decline of this magnitude has its own unique precipitating causes. I think it’s fair to say that the current episode is a response to...
Bob Stowe |
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As of Thursday’s close, the S&P 500 was down about 14% from its high. Since 1950, the S&P 500 Index averages a drawdown of 13.6% over the course of a calendar year. In other words, we are hovering around the average intra-year decline. It is important to remember that intra-year corrections are just something that happens routinely in the stock market. Volatility is a normal part of investing and does not hold much information for...