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Foothills Financial Planning, Inc. is a proud member of the following groups and
adheres to their standards of professional excellence and integrity:
Making competent, objective financial advice accessible
Kevin O'Reilly is a member of the Garrett Planning Network, an international
affiliation of Fee-Only financial planners dedicated to serving people from all
walks of life. As staunch consumer advocates and Fee-Only client fiduciaries,
members of the Garrett Planning Network continue to demonstrate their commitment
to serving the public's best interests by making competent, commission-free
financial planning and advice accessible to all people. Many financial advisors
accept clients only if they meet certain income and net worth requirements.
Kevin and his fellow Garrett network members believe, however, that
professional, objective financial advice is something all Americans need, at
least periodically, to build the brightest financial futures. Holding to this
philosophy, Kevin is proud to offer the same quality, professional advice to all
clients, not just the affluent.
Members bring the collective wisdom of the entire network - comprised of over
300 financial planning and allied professionals - to their own individual
practices. Advice is provided on an hourly, retainer or per-project basis.
Members do not accept sales commissions or third-party compensation. All
compensation comes directly from their clients. Learn more at
www.garrettplanningnetwork.com.
Commitment to Objectivity
Kevin O'Reilly is a member of NAPFA, the National Association of Personal
Financial Planners NAPFA members practice Fee-Only financial planning which is
client-centered, objective and ethical. As a Fee-Only advisory firm,
recommendations are untainted by any type of fee received by the vendors of
financial products, including investment funds, money managers and insurance
companies. Fee-Only advisors provide consumers and institutions with
comprehensive and objective financial advice on a "Fee-Only" basis, keeping only
the best interests of the client in mind – with neither the advisor nor any
related party receiving compensation contingent on the purchase or sale of a
financial product. Learn more at www.focusonfiduciary.com.
FPA® Commitment to Professionalism
Kevin O'Reilly is a member of the Financial Planning Association (FPA), a
membership organization for the financial planning community. FPA is the largest
association of professionals dedicated to championing the financial planning
process. FPA members are committed to supporting the financial planning process
and to helping people make smarter decisions to achieve their goals and dreams.
FPA believes that everyone needs professional, objective advice to make smart
financial decisions and that when seeking the advice of a financial planner, the
planner should be a CERTIFIED FINANCIAL PLANNER certificant. Learn more at
www.fpanet.org.
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