Reverse Mortgages
Reverse Mortgages Reverse Mortgages help retired homeowners access a portion of their equity during …
May 28 2013All financial advisors are not created equal. Some focus on you and your goals, others focus on themselves and their commission check. Some things you can settle for… a financial advisor isn’t one of them.
There are massive differences in financial advisors. Some work for you, others work for Wall Street. You should know and understand how the industry works so you can make a wise decision in who to trust your financial future with!
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REDROCK WEALTH MANAGEMENT |
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Financial Advisors
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The vast majority of financial advisors settle for a “suitability standard of care”. | We embrace our fiduciary responsibility to our clients (and put it in writing!) just like your attorney, accountant or doctor. |
Financial Advisors Role |
“Financial Advisors” paid by their employer to sell you insurance and investment products. | Fee-Only CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® focused on your financial planning and investment management needs. |
Financial Advisors Focus |
The products which pay commissions and fees and offer other hidden perks and benefits. | The process which accomplishes what you value most! |
Financial Advisors Compensation |
Paid commissions, perks benefits and fees by brokerage firms or insurance companies to sell you financial products. | Compensated fees only (asset based, hourly or project) by client for financial planning and investment advice. |
Investment Management Solutions |
Expensive commissioned products and higher fee solutions – higher costs and expenses directly affect your returns. | No-load investment solutions – lower costs and expenses directly benefit your investment performance and help you achieve your goals more efficiently |
