THE POWER OF INDEPENDENCE

ADVICE IS NOT ALL THE SAME

We believe not all financial advice is the same. There are differences in the way advisors recommend solutions for their clients and get paid by their clients. We are an independent firm.

WHAT IS AN INDEPENDENT FIRM?

Independent firms are owned by the principals or partners of the firm. We are not employees of a large, “brand name” firm. With Private Client Services, LLC and Retirement Plan Advisory Group, we have a strong connection with other independent firms across the nation.

BEFORE YOU CHOOSE, ASK YOURSELF THESE QUESTIONS

• Is the broker limited to proprietary products?
• How does he or she get paid for their services?
• What are the advisors credentials?
• Can the person evaluate your entire financial picture, insurance, investments, tax and estate planning?