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

With the second largest bank failure in US history last week, we have had several inquiries from clients with various concerns. Here are our thoughts on the matter. With the recent bank failures and problems at Credit Suisse, what should you do about your cash accounts? Banks are generally safe. No need to hide money underneath your mattress. Silicon Valley Bank (SVB)’s mismanagement around interest rates and the fact that most of their depositors were...
Bob Stowe |
There have been numerous investment trends and financial industry headlines that we all have heard about over the past few years, whether it be the FAANG stock’s rise and fall, the meme stock craze, cryptocurrency or the one we one going to pick on in this piece – the ARK Innovation ETF (ARKK). ARK Innovation really started to gain traction in 2021 as the media markets began hyping it after spectacular 2020 returns. The public...