Hi, my name is Quincy, and I’m the president of Advice Only.

But I’m not just president; I’m also a practicing financial advisor.

At Advice Only, everyone deserves access to high-quality, objective advice regardless of who they are or what they have.

Our structured process is designed to facilitate and enhance an objective experience—completely separate from financial sales or hidden incentives.

Step 1: Paid Consultation — During this meeting, an advisory agreement is signed and a fiduciary duty is established. No sales pitches, just a professional agreement in a fiduciary capacity from the start. You’ll receive actionable fiduciary advice in the first meeting, plus educational materials as needed to enhance understanding.

Step 2: Present Position — We develop a factual, math-based snapshot of your financial status quo to identify opportunities for improvement.

Step 3: The Final Plan — Building on your present position, we model different scenarios and help you make key decisions. The final plan includes action steps, a meeting summary, and a clear implementation strategy with your chosen professionals.

Step 4: Ongoing Support — Once your plan is complete and paid for, we offer ongoing support for annual updates and continued assistance to help keep your plan on track as your life evolves.

Thanks for listening, and we hope you’ll give Advice Only a try.