Why you should use an independent #Financial #Advisor? Independent - TopicsExpress



          

Why you should use an independent #Financial #Advisor? Independent financial advisors are not linked with a Wall Street firm and can offer unbiased recommendations on your #investments. Brokers are obligated to sell preferred funds, therefore will steer their clients in the wrong direction (no #fiduciary duty). Also, working with a independent financial advisor can offer a customized solution to every client. Some (our office) implement complex #tax strategies that the average firm will not advise on (tax disclaimer). #FinancialPlanning #TaxPlanning #InvestmentAdivsory #PortfolioManagement
Posted on: Wed, 02 Oct 2013 20:57:26 +0000

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