Our Business Practices
We want to make your selection process safe and easy.
You need high quality financial advice and services you can trust.
Your challenge is measuring trust when you select an advisor who will influence your financial decisions.
We believe trust starts with our willingness to document key business practices that impact your financial well-being.
Why document key practices? Your selection decision is too important to rely on verbal information (sales presentations).
These GlidePath business practices impact our relationship with you.
Your Financial Interests Must Come First
We believe you deserve a financial fiduciary who is required to put your interests first.
Full Transparency
We believe you deserve full, voluntary disclosure for all of the information that impacts your financial well-being.
Institutional-Quality Services
We believe you deserve advanced planning and institutional-quality investment services that rival what is provided to corporate retirement plans.
Low-Cost Advice and Services
We believe you deserve a low-cost structure that enables you to retain more of your money for your future use.
Fee-Only
We believe you should be able to compensate your financial advisor with a fee and not a commission – the same way you compensate other professionals (CPAs, attorneys) you depend on for specialized advice and services.
Continuous Advice & Services
We believe you deserve ongoing financial advice and services and not a one-time sales pitch that is used to sell investment products.
Unlimited Access to Information
We believe you deserve monthly reports, online access to portfolio data, and quarterly reviews with your personal financial advisor.
Financial Coaching
We believe you deserve coaching for life events that impact the achievement of your financial goals – for example, your transition from working years to retirement years.
