Frequently asked questions:

Are you a fiduciary? 

Yes. As a Certified Financial Planner™️  professional Andrew Cecil is held to a fiduciary standard. Andrew is legally and ethically obligated to put your best interests first at all time. 

Do you handle tax preparation and filing? 

Yes. As an Enrolled Agent(EA), Andrew brings advanced tax expertise to every financial plan with a strong focus on minimizing current and future tax liabilities. Tax return preparation and filing are provided through a separate tax practice. This allows clients to benefit from integrated tax planning and, when desired, professional preparation of their returns. 

Can you coordinate with my CPA, attorney and other professionals?

Absolutely. 

How do we get started?

The process begins with a complimentary introductory conversation. From there we move into a series of discovery meetings to fully understand your situation , goals, priorites before creating your pesonalized plan. 

Is there a minimum asset level to work with you?

No. During our initial conversation we can determine whether theres a strong mutual fit. 

How often will we communicate?

You can expect regular, proactive communication and annual review meetings. Andrew will be available for questions or updates throughout the year as needed. 

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