MarketStrats is a fee-only firm, which means we only get paid directly by you. With many banks, brokerages, and insurance companies, that is not the case. Conflicts of interest can and often do exist. We took a fiduciary oath to put your best interests first. If we recommend an investment or insurance policy to you, you will know beyond a shadow of a doubt that we have done so because our analysis says it serves your needs the best, not because we are getting a kickback from it.
Moreover, you can expect a consistent service. With us, you are not just a number. We know you and you know us. Services are tailored to you. We are highly flexible in both the timing of availability and meeting methods. Additionally, we handle issues as they come up! Since this is indeed a service—and a very important one—we pride ourselves on quick response times.