Frequently Asked Questions
What is a CERTIFIED FINANCIAL PLANNER™ professional?
What is a fiduciary?
A fiduciary is a financial advisor who is obligated to put your best interests ahead of their own. Fiduciaries are legally obligated to act in the best interests of their advisory clients.
Why is being an independent financial advisor important?
Being an independent financial advisor is essential because it forms the basis of your relationship with your advisor. If you choose to partner with an independent financial advisor, you’ll get a transparent fee structure and customized guidance. Your advisor won’t be limited to what products they can offer since, as an independent financial advisor, they aren’t beholden to a larger corporation and its offerings.
How do financial advisors get paid?
Our transparent, fee-based structure aligns our compensation with your long-term goals. We offer fee-based asset management services as well as commissionable products, which allows us to design a custom solution that fits your financial needs and goals. This approach aligns the needs of the financial advisor with the needs of the client; the better the client does, the better the advisor does.
Can’t I just do this myself?
There’s no doubt the world is oversaturated with information claiming to be able to guide you on your financial path. However, the best these online resources can give you is a one-size-fits-all approach that doesn’t consider your specific needs. Doing it yourself means you won’t be able to test models against risks or make any changes based on real-life circumstances. We at Chambers Financial Group have specialized training and tools at our disposal to help prepare individualized plans for your exact life goals. You’ll have someone guiding you through the planning, implementation, and regular monitoring of your finances to help make your goals your reality.
Will Curtis be the only financial advisor working with me?
Yes! While you’re working with Chambers Financial Group, you’ll have Curtis as a dedicated financial planner in your corner that strives to work best for you.
Who is LPL?
Curtis is proud to be an independent financial advisor associated with LPL Financial. LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under the ticker symbol LPLA. LPL is the largest independent broker/dealer in the country* supporting more than 16,000 financial advisors. Our practice is strengthened and elevated by the insight and oversight of LPL Financial.
* As reported in Financial Planning magazine June 1996-2020, based on total revenues.
