We are disrupting the financial advice industry in ways not thought of before.
A fictional character based on the book, Meet Wally Street. The Reason You're Stupid. 2nd Edition. He wants all of your accounts so he can sell you products or charge you AUM fees. Once he gets your accounts, then your Free Financial Plan becomes an afterthought! Think about it.
Watch out for this guy! Indexed Universal Life is the answer to everything. He makes a lot of commission from IUL. All he does is sell products like IUL's that pays him up to 100% in commissions. His tried and true favorite is annuities that pays him 6% in commissions or more! Beware of the tax consequences of liquidating your accounts! Eddie is a little vague when it comes to explaining tax consequences. He doesn't want to spoil his sales.
Billy Banks says, "Move all of your accounts to our bank. I know you need a 30 year mortgage. How about a Home Equity Loan? Or a credit card? What else can I sell you, so I can hit my quota?" Look out! He will chase you out to the parking lot trying to sell you something. Oh by the way, he wants you to move all of your investment and retirement accounts to him, so he can sell you investments that make him commissions.
This our most economical plan geared towards younger clients.
Our most popular plan.
For those clients who want to get away from their current financial advisor.
For the discerning individual investor who wants professional money management and more.
Morningstar Investment Services is our Robo-Advisor of choice for Professional Money Management.
The truth is that we live in an information overload society. Every month, you receive statements in the mail, or have to log into a multitude of web sites at different times of the month. How can anybody keep up with their assets and liabilities with this fiasco of an information overload process?
It is impossible without considerable sacrifices of your time. Am I correct?
What if you could log into one secure web site and see everything you own and owe in one place without disclosing any of your account numbers or making copies of anything? Would that appeal to you?
No opening or transferring accounts necessary.
No insurance, annuities or commission investments. No product sales for a commission.
No assets-under-management fees. Our fee does not go up when you add to your accounts.
We are a Fiduciary who works in your best interest.