The Fee-Only Difference
As a NAPFA member, Jim Munchbach is required to work only within the Fee-Only structure, accepting no sales commissions, no hidden conflicts of interest, and no hidden fees.
Certified Financial Planner™
Although many professionals call themselves “financial planners,” only Certified Financial Planner™ professionals have completed extensive training and are held to the highest ethical and educational standards.
Plan on Purpose
Our Mission is to help people (you, your family, and/or your employees) manage the risk and reward of everyday life, recover from the unexpected and realize your highest purpose.