WE FOCUS ON YOU
Large brokerage houses can have institutional pressures that may limit the financial advisor’s ability to advance his client’s interests. Our goal as independent financial advisors is to place your interests first and serve you with unwavering focus and sound judgment. Michael Lewis’ book The Big Short and Andrew Sorkin’s book Too Big to Fail show how many Wall Street firms continually fail in taking care of their clients. Moreover, UBS and Credit Suisse’s violation of US tax laws and dealing with terrorist nations all show that the management of many financial institutions are not concerned about client service and protection. As an independent firm, we will be focusing on you.
November 11, 2017 – Wealth Strategy with Bryan Rigg, Your Wealth Professor
Listen In Every Week: Saturday on WRR from 7:00-8:00 am
We are here every Saturday morning during the seven o’clock hour. We like to talk finance. Normally we come in here every weekend, and we like to discuss four or five topics that fill the hour. We’re going to do something a little different this morning, and we hope you stick around for it.
We’ve compiled a list of over 50 questions that we’ve gotten by email and by voicemail, and we had a workshop recently that we had many people show up from WRR, listeners, anyway. We had some questions come up in that.
These are kind of simple questions. I know as people listen, you can’t talk to the radio. I mean you can, but we can’t hear you.
LISTEN TO THE SHOW:
ADVANTAGES OF HAVING AN INDEPENDENT FINANCIAL ADVISOR
Without the overhead and expense of a giant financial firm, you can receive personalized, high quality services at a lower cost. Half the millionaires in the Dallas/Fort Worth metroplex use an independent financial advisors to take advantage of this personal attention and unique services according to Fidelity research. My fees are based on a percentage of the total value of your assets under management. The more I can grow your assets, the more we both make. Under this structure, our financial interests will be always aligned.
Check the background of this firm on FINRA’s BrokerCheck.