What is unique about the IAM financial planning experience?
IAM deeply believes that all clients should receive financial planning from advisors who serve as trusted fiduciaries. As fiduciaries, we are obligated to provide you with unbiased, un-conflicted advice in your best interest.
Furthermore, we serve as fee-only advisors and are members of NAPFA, a professional association of fee-only planners. We do not receive commissions for any of our financial services. Thus we are able to provide objective advice while minimizing conflicts of interest. The next thing you can expect is a superior level of expertise.
The IAM financial planning department is led by Christopher T. Troseth, CFP® and Jarrod Upton, CFP®. They are both CERTIFIED FINANCIAL PLANNERS™, which is generally recognized as the most comprehensive certification in the financial planning industry. The CFP designation indicates that Chris and Jarrod have attained a broad range of financial knowledge, experience and ethics training.
Along with a dedicated support team, IAM can help you achieve peace of mind by guiding you through life’s difficult decisions and creating strategies to help achieve your financial goals.
Finally, by partnering with IAM you may choose to access a deeply experienced management team. Clients are able to leverage our successful S.E.L.E.C.T process, while also using socially responsible investing (S.R.I.) to meet their investing needs. Please contact us for a no-cost discovery meeting where we can explore whether our firm is the right fit for you!
For more information about the S.E.L.E.C.T process and S.R.I., please visit the Investment Management page .
We welcome you to click on the following links to view IAM’s financial planning videos, including What Is Financial Planning – Playing Your Cards Right and Why IAM’s Financial Planning Services Are Unique
