Connecticut Cambridge Advisors / Financial Advisor in Miami, Florida
David Bernstein, BS, CFP
My firm is a "fee only" financial planning, investment counseling and personal tax firm. "Fee Only" refers to the fact that we do not sell any insurance or investment products. We do not receive or pay commissions or referral fees. Our only compensation comes from what our clients pay us directly. This allows us to be objective and to offer the best possible advice for a client's situation. There is no conflict of interest or hidden sales agenda. We integrate goal setting, portfolio analysis, tax planning, estate planning, insurance review, asset allocation strategy, and retirement planning into one plan designed specifically for you.
My firm is a "fee only" financial planning, investment counseling and personal tax firm. "Fee Only" refers to the fact that we do not sell any insurance or investment products. We do not receive or pay commissions or referral fees. Our only compensation comes from what our clients pay us directly. This allows us to be objective and to offer the best possible advice for a client's situation. There is no conflict of interest or hidden sales agenda. We integrate goal setting, portfolio analysis, tax planning, estate planning, insurance review, asset allocation strategy, and retirement planning into one plan designed specifically for you.
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