This distinction is important to us at Ostrofe Financial Consultants, Inc., and we aim to prove to you why that it is important. Here are a few comments on what this difference is about.

A stock broker is a person who is there to assist you when investing or buying various financial products. The focus is on the purchase and sale of that product. Typically, people who use a stock broker have a certain amount of money to invest and are looking to focus just on that one aspect of their financial matters.

A Certified Financial Planner is held to a higher fiduciary standard and occupies a position of special trust and confidence when working with clients because he/she is required to act with undivided loyalty to the client. This higher fiduciary standard is why we find it necessary to find out and consider all aspects of your financial life, which beyond investments, including: retirement planning, estate planning, tax planning, education funding, insurance needs, parents and children’s needs and assets. Contact Us!