Investor Focus: A Key Benefit of using a
Fee Only Financial Advisor
A Focused Approach That Benefits You
- As a fee only financial advisor, all of my efforts are focused on the management of investment portfolios and finding the best stocks, bonds, mutual funds, REIT’s and exchange traded funds for my clients.
- Most of my new clients are investors who grew weary of their broker selling them new investment or insurance products to generate commissions, often times creating a conflict of interest and very poor performance.
- Many have been investors who realize that finding the best place to invest money required more time and research than they were able to find.
- Working with a fee only financial advisor solves both of these problems.
The Truth:
Investment Management,
Financial Planning, and Estate Planning
Are Separate Areas of Expertise
- Now more than ever the growth and protection of your investments depends on your financial advisor being fully focused on investment management.
- Investment management, financial planning, and estate planning are three complex and independent disciplines, each requiring full-time focus.
- A professional in each area better serves you. If you feel that you need additional help with financial planning or estate planning, I work with a well established financial planner, Thomas McAuliffe. Tom helps our clients with the best possible retirement income planning, and prepares them thoroughly for estate planning.
As a way to introduce you to the quality of service I provide, I am offering an in-depth analysis of your complete stock portfolio. This is not a computer-generated report. It is a detailed analysis of each holding in your portfolio with recommended actions. If you would like to learn more, please click below:
Learn about the STOCK PORTFOLIO ANALYSIS
