Independent Financial Advisors

 

Our Company- The Independent Advisor

Identifying a knowledgeable advisor who will give you sound, unconflicted, independent financial advice is a challenging task. Not all advisors who offer financial advice are independent.

“Independence” should be first criterion on your list when looking to find and establish a relationship with a financial advisory professional.

WHAT IS AN INDEPENDENT FIRM?

As independent advisors, we are not employees of a large, “brand name” firm. We are free of any obligation to represent or use specific financial products or instruments produced by any firm. We provide financial advice, products and strategies to our clients from a large universe of resources. The advice we would give to you would be based solely on your needs, requirements, preferences and aversions.

RIGOROUS DUE DILIGENCE AND RESEARCH

All of the financial resources, products and tools which we use and recommend are thoroughly vetted by our broker/dealer. In addition, we make sure our clients are fully briefed and understand the potential benefits and consequences of recommendations we make.

A COMPREHENSIVE RELATIONSHIP AND STRUCTURED STRATEGY

Our independent firm is relationship oriented not transaction driven. We take the time to understand your total financial situation.  That is, your objectives, preferences, values and vision for your financial future. Once we understand who you are and what your goals are, we consider your entire financial picture as we construct your personal strategic financial plan to achieve those goals. Only then will we make recommendations for the use of tactics such as investments, insurance, qualified and nonqualified plans, trusts, etc.. We ensure that your financial strategy consists of fully integrated tactics which are aligned to achieve your objectives.

IN GOOD TIMES AND NOT SO GOOD TIMES

Life is not static.  There will be good times and not so good times.  We will be with you,  for you and available to you.  Not just when things are good, but especially when things are not so good.

 

 

 
National Financial Advisors Ltd.
Partnering with you to help achieve your financial objectives