I think the best companies are those that take the holistic approach that you seem to take. Do you operate on a fee only structure or do you sell products for commission as well?
I tell my readers all the time to STOP taking financial advice from their friends!
The Money Track
Independent Financial Advice & Personal Financial Planning
Welcome to the community! I look forward to hearing your advice and experience in the Financial Planning world. Thanks for telling us a little about your business.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing informed financial information.Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does. Many people tend to approach investing by choosing a stock that was recommended by a friend, investing in a 401(k) or by purchasing a mutual fund selected as a "top pick" by a financial publication. Unfortunately, this approach may lead to a portfolio of unrelated financial products, which may not help you reach your goals. We offer a thorough analysis of your goals, priorities and resources to develop your personalized strategy. The result is a portfolio of products that has the potential to start you on your way toward achieving financial success.