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Financial Planning
Markiz and Francis, CPA, P.C. provides "Fee-Only" financial planning and investment management through our affiliate Portland Financial Advisors, Inc. a Registered Investment Advisor. We are members of the National Association of Personal Financial Advisors (NAPFA), a very exclusive group of financial advisors who have a fiduciary responsibility to their clients.
What does “Fee-Only” really mean?
Most other Certified Financial Planner™
Professionals earn commissions based on the products they sell you.
We are compensated solely by our clients, and do not receive any outside
inducements for recommending investments or financial products. Like a doctor or attorney, our fees are based on a flat rate. We disclose all fees up front.
What makes us qualified to give you financial advice?
The key partners are Certified Public Accountants (CPA’s)
and Certified Financial Planner™ Professionals (CFP’s). This dual
licensing gives us an advantage when it comes to planning and how it
impacts your taxes.
Unlike stock brokers, insurance agents, and many financial planners
we have a Fiduciary responsibility. As a Fiduciary, we adhere to a
Code of Ethics, and are required by State and Federal Law to act
solely in the best interest of our client.
What can we do for you?
By understanding your financial goals and the risks associated with your
unique situation, we are able to create and implement a strategic wealth
management plan that helps you make sound financial decisions and
increase your net worth.
Please fill out the Confidential Client Information Form and call us for a no-charge initial consultation. We will review your financial situation and discuss how we can help you.
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