Amended 1099′s
Tax season can be a frustrating time for any investor. This frustration can evolve into a very irr…
Mar 21 2013Our Client Focused Philosophy
“We add value to our client’s lives by providing exceptional, comprehensive, and independent financial advice and retirement planning services, exhibiting at all times the knowledge, experience, and integrity necessary to create a substantial and positive financial effect for our clients”
Every client interaction is based on our mission statement. Does your financial advisor put your interests first? A fiduciary obligation requires the highest standard of care in any service industry. We are a fiduciary to our clients for their personal financial, investment and retirement planning.
Ask your current financial advisor to acknowledge their fiduciary status in writing. Roughly only 6% of all financial advisor professionals are legally structured as independent Fee-Only Registered Investment Advisor firms with no broker-dealer affiliation. That means about 94% of all financial advisors cannot (or choose not to) embrace their fiduciary obligation in writing.
Choosing the right financial advisor may be one of the most important decisions you make. There are plenty of financial advisor professionals out there, but very few firms or financial advisors are truly comprehensive, Fee-Only, credentialed, experienced, and skilled in the art of helping you achieve financial success as YOU define it.
