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Independent Advisors: The Hidden Value of Unbiased Advice

When you are looking for a new financial advisor, there are many things that you should consider. One question that you should be asking the financial advisor or planner is: are you independent?

 Here’s why:

  • Advice can be separated from the sale of any products
  • There are no conflicts caused by a dealership grid compensation payout model
  • Recommendations are supported by independent research and third-party data
  • Performance should improve if investments are properly researched and costs are reduced
  • You may be able to reduce your taxes by making some or all your hidden fees tax deductible
  • These reduced costs and tax savings are not a one-time saving, they are ongoing and will save you money each and every year

Have more questions, request a free no obligation consultation with our experts at Halton Wealth Management today.

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