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Local Financial Advisor Joins Leading Association of Fee-Only Financial Planners

- Last modified: March 11, 2013 at 9:12 AM
Tracy S. Burke of Conrad Siegel Investment Advisors, Inc. accepted for membership in the National Association of Personal Financial Advisors (NAPFA)
Tracy S. Burke of Conrad Siegel Investment Advisors, Inc. accepted for membership in the National Association of Personal Financial Advisors (NAPFA)

Tracy S. Burke of Conrad Siegel Investment Advisors, Inc. accepted for membership in the National Association of Personal Financial Advisors (NAPFA)

HARRISBURG, PA -

Tracy S. Burke of Conrad Siegel Investment Advisors, Inc. in Harrisburg, PA has been accepted for membership in the National Association Of Personal Financial Advisors (NAPFA). With membership, Burke becomes affiliated with an organization of more than 2,400 of the most-qualified financial advisors in the nation who deliver objective, Fee-Only advice.

Membership in NAPFA and the NAPFA-Registered Financial Advisor designation are available only to Fee-Only financial advisors who meet NAPFA’s stringent membership qualifications. Those standards require advisors to receive compensation only directly from their clients, to act in clients’’ fiduciary interests at all times, and to provide comprehensive planning services. In addition, NAPFA has some of the industry’s most rigorous education and training requirements. All candidates for membership are required to submit a complete comprehensive financial plan for a full-scale peer review. Furthermore, NAPFA’s continuing education requirements exceed those of any other association of financial advisors.

 “I congratulate Tracy for demonstrating his intention to provide transparent, client-centered services by making a commitment to uphold the high standards NAPFA sets for all its members,” said NAPFA Chair Lauren Locker.

In contrast to most financial professionals, NAPFA members receive no commissions or other rewards for selling financial products. Those forms of compensation create potential conflicts of interest that may serve to undermine an advisor’s objectivity and fiduciary responsibility. It is for this reason that all NAPFA members must sign the Fiduciary Oath that explicitly promises “to place the clients’ interests first.”

Ms. Locker continued: “NAPFA is leading the charge toward the development of a financial services community that rivals other professions in its desire and ability to foster trust by offering true fiduciary-level care to our clients. We welcome Tracy to our ranks and look forward to his contributions to our organization.”

For more information about Fee-Only financial planning and NAPFA, visit www.napfa.org or call toll free 1-800-366-2732. You can also contact Ben Lewis, NAPFA’s marketing and communications manager, at (301) 963-7555 or ben@bdlpr.com.

About NAPFA

Since 1983, The National Association of Personal Financial Advisors (NAPFA) has provided Fee-Only financial planners across the country with some of the strictest guidelines possible for professional competency, comprehensive financial planning, and Fee-Only compensation. With more than 2,400 members across the country, NAPFA has become the leading professional association in the United States dedicated to the advancement of Fee-Only financial planning.

For more information on NAPFA, please visit www.napfa.org.

About Conrad Siegel

Celebrating its 50th year, Conrad Siegel Actuaries is one of the largest and most respected employee benefits firms in Pennsylvania. Recognized as both an industry leader and a trusted advisor, the firm stands apart by offering unbiased, fee-based services backed by careful attention to detail. Conrad Siegel partners with its clients to offer a comprehensive source for all employee benefit needs. For more information, please visit www.conradsiegel.com.

 

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