Breaking the norm…

The financial advice industry is a confusing one to say. With splintered regulation, simplified marketing, overly complex investments, practices that disconnect benefits from costs, and the ever changing tax and estate landscape are just a few things that are part of this confusion.

“Advisors” (sometimes just glorified salesman) have added to this confusion. For too long they have focused more on investment products then on advice. Investment products will always be a part of a financial picture but they shouldn’t be the first priority.

What clients need is a firm that is Advice Focused using a Big Picture Plan as a guide for goals that are accomplished thru simple focused investment strategies that are continually monitored and reviewed while looking thru a Tax & Estate Lens. This process is valuable to long term success.

Time to look at a new firm whose focus is on clients, their objectives, their overall financial picture, and not on meeting some sales goals.