Independence
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What Does Independence Mean for You?
Our focus as your independent financial advisor is to help you better define your financial goals and then find strategies to best fulfill those goals.
How does independence measure up?
Just what is independence for a financial advisor? Independent financial advisors offer a variety of approaches to independently select options that meet the needs of their clients.
Financial advisors who are NOT independent (often referred to as “captive” reps) are often times restricted to selling only proprietary products and may also be driven by sales quotas or other types of incentives that could influence their decisions. This may present a conflict of interest and might not result in the best investments for your individual situation.
As independent financial advisors, we are able to review a much broader range of investments options and together we can select those investments that best fit your needs.