Why Independence Matters
Why Independence Matters
We live in a country that fought for and celebrates its independence. The freedom to make our own choices, worship how we desire and choose our government. We cherish living in a country where we have the right to life, liberty and the pursuit of happiness.
Independence is a big word and has tremendous meaning in the financial services industry as well. It means not being limited by a franchise, chain store or impacted by the agendas of another’s pocketbook.
In the financial services industry, being an independent advisor allows us to separate from the “status quo”, or large institutions, to serve our clients without restraints. Being a fiduciary, and honoring the responsibilities that come along with that honor, result in an elevated relationship, service levels and product offerings.
Independence matters because you work hard for your money. It matters because you and your family deserve more than a transaction. It matters because you deserve a relationship with advisors who are free to have thoughts and ideas of how to best serve your individual needs that are independent of the status quo.
Professional Designations
Registered Financial Consultant (RFC)
Certified Financial Planner (CFP)
