Getting Financial Advice

Everybody needs financial advice at some time.  But how can the average person get advice without turning their money over to an investment firm?    Suppose they don’t have enough to interest the typical investment advisor?

  • How do I get out of debt?
  • Where’s my money going?
  • How do I save for college?
  • How do I save for retirement?

The middle market – people who don’t have a lot of money to invest – is notoriously underserved by the financial-advice industry, as firms struggle to find a profitable way of serving the households that arguably need their services most. How about paying for personal-finance help the same way you pay for a health club membership, via a monthly retainer that comes out of your cash flow, not your assets?  It’s an option that is now becoming available from RIAs who are adopting this model for their clients who need advice but can’t be served in the traditional way via commissions or assets management fees.  To find out more about this, contact us.



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