Why Choose us
Unbiased Advice
Our advice is trusted, honest, and focused on what is best for you, not influenced by-product sales. We are a fee-only service and work only for you. This means we recommend only the best-suited products, no matter how simple or complex it is, and show you ways to eliminate unwanted commissions and hidden fees.
Research
We do not represent or sell products of any bank, mutual fund, or insurance company. We have the freedom to research, analyze, and recommend any product or solution available Nationally & Internationally that suits your unique needs and which offers the best value.
Personalized
We take time to understand your unique challenges and goals and provide personalized solutions to you. We maintain a one-to-one relationship with you and monitor the implementation and progress of the plan.
Value Focused
Yes, you pay a fee for our service, but clients choose to work with us because we save and benefit them much more than the fee. The more we save for you, the better we are valued. As a result, our goals align and it is a win-win situation.
Professional
The advice you get is highly professional, transparent, well researched, and always in your best interest. With the fiduciary level of care, we use a formal approach to planning, risk profiling, documentation, disclosures, and transparency.
Not a Product Selling Approach
Most financial products are sold through distributors like banks, mutual funds, or insurance agents. Usually, they are focused on selling products that help them achieve their targets or earn better commissions, rather than educating and advising what is right for clients. This becomes biased advice.
Unlimited Investment Choices
A bank, mutual fund, or insurance agent will recommend only those products which they offer and educate you about its benefits. It may not necessarily mean it is the best product for you. The best solution for you can be identified only when all offerings in the market are compared in an unbiased manner. A financial consultant has the tools and resources to do that and identify the best investment solution for you.
Holistically Advice
You go to an insurance agent to buy insurance, a mutual fund company for investments, a bank for savings or loans, and an auditor for tax advice. Each one gives you advice in their field, but no one looks at how all these pieces fit into the big picture. There are many benefits to looking at your financial life holistically and getting advice in one centralized place.
Client Relationship
The client relationship with product distributors and salesmen is often impersonal as they focus on sales and do not take time to understand your unique needs. You also most likely had people selling you investments or insurance policies, later changing jobs or losing contact with you. A financial planner builds strong long-term client relationships and works with your unique needs, one-to-one.
CONTACT US FOR A FREE, no-obligation discussion
Please fill in your details below, and our
advisors will give you a call.