HOW WE WORK
HOW THEY WORK
We do not offer any proprietary products. In working with you, this leaves us free to offer advice and provide solutions we feel are best for you.
We align our interest with yours. We are paid by you, not another company. Our compensation is tied to the value of your investment program so we are motivated to see you progress towards your goals.
We can work with you to develop a comprehensive plan that's tailored to your unique financial situation and make sure different areas of your financial life are working together.
In addition to receiving a regular statement showing your current value and investment performance, you'll also receive regular progress reports to see how you are tracking towards your goals and objectives.
Your lead advisor will be fully licensed and hold the CERTIFIED FINANCIAL PLANNER™ designation and must adhere to high standards of client care to maintain their designation.
Many times, captive advisors have to sell their company's products even if there are other solutions that maybe better for you
Your investment program could be subject to revenue sharing, commissions and hidden fees that are established between the advisor and product provider.
Many advisors have tunnel vision on your investments only and establish your investment program via a general risk tolerance questionnaire.
Typically, you will receive a monthly or quarterly statement that lists the value of your investments.
Your advisor may not have the education, experience, and knowledge needed to best serve you and maybe limited in what they can recommend to you.