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. We understand that every client has unique needs and goals and as an independent firm we have the flexibility and ability to align our interests with yours and focus on you.
December 28, 2019 – Wealth Strategy with Bryan Rigg, Your Wealth Professor
Today, we’re going to talk about three different things. We’ll start the show with what people should do at the end of the year in regards to their finances. Bryan gives some tips on how to hold yourself more accountable to meet the deadline so you can just think about the family and not finances over the holidays. But Bryan will also give advice on what to do if the deadline has passed.
Then, Barbara Freeman joins the show once again to discuss her nonprofit organization, Freeman House (Freemanhouse.org). Freeman House has been serving the Dallas/Fort Worth area by providing transitional housing for men and women who are coming out of incarceration, recovering from addictions, and escaping homelessness since 2006. A house manager also joins the show to give her testimony to the nonprofit organization and the services they provide.
We’re going to close out the show with Bryan introducing his most recent book “Flamethrower”, which is now available on Amazon.com. According to some historians that proofread the book, “Flamethrower” is the most definitive work on an enlisted marine’s life during World War II.
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. High Net Worth individuals in the Dallas/Fort Worth metroplex use 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.
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