Andrew M Rasmussen

When seeking counsel from an attorney, accountant, or financial advisor, people want impartial and objective guidance that is in their best interest, untouched by someone else’s agenda. As a CERTIFIED FINANCIAL PLANNER™ professional, Andrew is held to the fiduciary standard, which obligates him morally and legally to give advice and recommendations that are in his client’s best interests.

For 50 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have to meet extensive knowledge and experience requirements and commit to the CFP® Board’s ethical standards that require them to put their client’s interests first.

When beginning relationships with a new client, this commitment to the fiduciary standard is accomplished through an initial fee-for-planning arrangement. Through a fee-based planning arrangement, Andrew and his team are able to spend time listening to their clients, asking thought-provoking questions, and then designing a thorough and detailed plan that is “strategy and product agnostic,” solely in line with what is important to the client and with what is in their best interest.