The world is full of financial advisors – Certified Financial Planners, life insurance agents, investment brokers and advisors, and more. Very few offer all of the following:
- Independent advice (no tie to a particular company)
- Comprehensive planning with transparent, affordable fees
- Proficiency with socially responsible and impact investing
- Cultural competence in diverse and progressive groups
We are acutely aware that financial services are not targeted to meet the needs of many communities – politically progressive, LGBTQ, racial and language minorities. With the bias towards conservative political orientation in the financial services industry, few advisors are inclined to focus on the needs of those that see and experience the world differently from them. We at Toler Financial Group seek to serve our whole community with integrity and independence.