At , there is a role for everyone, whether that be as an independent advisor or as a financial customer. Clients who are in need of financial direction, gravitate toward these financial advisors because there is immediate trust and loyalty. The quality service and integrity allow clients to know they are getting the best advice on where to put their money.
There are two types of fee-only financial advisors one can use. An investment advisor and a tax and accounting advisor. Investment advisors guide the client in the direction of putting back money for the future. This could mean a client needs to save for their child’s college, or plan for retirement. They can also direct the client in where to responsibly invest their money in instruments like stock, bonds, and other related venues. The tax and accounting advisor assists the client with their taxes, ensure the client doesn’t pay more into their taxes than they need to. People work hard for every paycheck, and they can rest comfortably knowing these fee-only financial advisors want to help keep that money in the client’s pocket.
If one is looking to break away from their company and become an independent financial advisor, they will soon come to find that there is more freedom and flexibility. The advisor can set their own quotes and services without being limited by an employer.
Fee-only financial advisors, because of their independence, have the room to enjoy assisting clients, building relationships and solving financial challenges.
