Independent Financial Advisor
An independent financial advisor is a professional practitioner who functions in a conflict-free environment. Being an Independent practice, we strive to offer a wide range of financial advice to our clients, and strive to offer unbiased advice on financial matters. We look at the criteria that will benefit you: service, the financial strength of the provider, charges and costs, past performance and so on.
The Potential Benefits of Working With An Independent Financial Advisor
An independent financial advisor is a professional practitioner who functions in a conflict-free environment. The potential benefits of using the services of an independent financial advisor accrue to the investor throughout the relationship.
When designing your portfolio, we are free to consider all of the thousands of investment alternatives available today. There are no artificial limitations on which investments you can use since we are independent financial advisors.
When building your portfolio, we can weigh the merits of one investment against another, recommending investments only because they can contribute to the success of your investment strategy. There is no pressure, and no incentive, to sell you proprietary products.
When assessing your portfolio’s performance, we can use objective criteria to gauge the performance of each investment. A financial advisor can help you track the progress of your portfolio toward the financial goals you’ve set, and advise you when it is appropriate to make changes and when it’s time to stay put.
We believe independence is essential.