Generally, people appreciate their independence. Having the freedom to make decisions with minimal limitation is important – that’s why we choose to work as an independent financial planning firm.
Independence for us has the same implications as it does for you. While we still have all the governing forces to make sure that we adhere to proper standards, we don’t have to consider the interests of any major financial institutions.
For us, functioning independently carries some major benefits:
- We can provide you with full transparency. That’s not always a luxury that other financial planners can enjoy.
- We can provide more options for a diversified portfolio. That means better returns for you in the long run.
- We can provide fully-customized solutions. We don’t have to follow any formulas or cookie-cutter rules of engagement. Instead, we can provide you with the options that will get you exactly the results you want.
This has big implications for our clients, too. It means better trust, better communication, and better results for your portfolio.
You’ve enjoyed your independence for this long; why stop now? Read more about our independent financial planning and advice here.
