VisionQuest Financial Planning LLC is proud to be affiliated with the leading organizations in the financial planning profession. These groups all have one thing in common - they subscribe to the highest standards of professional excellence and integrity:
Commitment to Professionalism
The Certified Financial Planner Board of Standards is a professional regulatory organization. It fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent financial planning. Individuals who meet rigorous requirements are certified by the CFP Board to use its certification trademark. These include 30 hours of continuing education credits every two years. The CFP licensee also agrees to abide by the Board's Code of Ethics and Professional Resposibility. Warren McIntyre is a CERTIFIED FINANCIAL PLANNER™ Practitioner in good standing with the Certified Financial Planner Board of Standards.
Commitment to Excellence
Warren McIntyre is a Registered NAPFA Member. The National Association of Personal Financial Advisors is the largest professional association of comprehensive, Fee-Only financial planners in the United States. With 2,000+ members and affiliates, the members of the National Association of Personal Financial Advisors (NAPFA) subscribe to the following fiduciary oath:
The Advisor shall exercise his / her best efforts to act in good faith and in the best interest of the client.
The Advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will reasonably compromise the impartiality or independence of the advisor.
The Advisor, or any part in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product.
The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business.
Commitment to Serving the Public
Warren McIntyre is a member of the Garrett Planning Network, Inc. (GPN), a nationwide network of fee-only financial advisors. GPN members are dedicated to providing competent, unbiased financial advice to people from all walks of life, on an hourly as-needed basis. Less than 1% of the nation's financial planning firms are structured this way.
Many financial advisors accept clients only if they meet certain income and net worth requirements. GPN members believe, however, that professional, unbiased financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, GPN members offer the same quality, professional advice to all clients, not just the affluent.