"Providing Guidance For Your Financial Future."
You want to use a financial advisor that you can trust. An Advisor that holds themselves to the highest standard of financial care. One that clearly states their fees for services and who isn't limited in the investments they can select or you.
We have embraced our role as a financial advisor and are excited to share our disciplined and diligent process for helping you reach your financial goals.
Our primary business function is to manage our client's investment portfolios in a way that is consistent with their stated goals, objectives and risk tolerance. We listen to your concerns, review your current situation, and then make recommendations based on what we believe is best for you.
Our advisory fee is based on the valuation of each client’s managed investment portfolio. Since we receive a fee for service and not a commission, you will know exactly how much you are paying for our service and we have no incentive to recommend one investment over another. This eliminates the major conflict of interest between an advisor and client.
A fiduciary duty is the highest standard of care imposed at either equity or law. A fiduciary is expected to be extremely loyal to the person to whom they owe the duty (the "principal"). At Panfili Financial Services, Inc. we embrace our fiduciary role and acknowledge our fiduciary role in writing.
Conflict Free Advice
INVESTMENT ADVICE PROVIDED THROUGH THE INVESTOR'S FIDUCIARY NETWORK, LLC, an SEC Registered Investment Advisor.