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Champion Financial Planning LLC
A Registered Investment Advisor (RIA) providing financial advice at an hourly rate tailored to your specific needs. | Through a series of events following my...
Overview
A Registered Investment Advisor (RIA) providing financial advice at an hourly rate tailored to your specific needs. | Through a series of events following my retirement from the US Marine Corps, I realized that my family’s financial advisor was not providing the level of value commensurate with the AUM fee schedule he was receiving. As we went through several life changing events surrounding our transition, he failed us when we needed him most. We didn’t matter- we were simply an AUM dollar amount that he received on a quarterly basis.
General information
Firm type
RIA
Location
Region
North America
Country
United States
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