675 North Barker Road,
Why should you work with Freedom Wealth Alliance? We are here to Educate - Engage – and Empower you through our extensive Investment and Advisory resources. You can choose to be as involved as you prefer, with as much or as little information as you’d like.
At FWA we focus on more than investment performance, – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the ups and downs of the stock market and want to focus on building a plan towards your important goals.
Setting up a plan is the first step in accountability, You and your Advisor will create a plan that prioritizes your top goals and monitors your progress towards them. As things change in the economy or in your life, your Advisor will be there to assist along the way.
While some of life’s events may be unexpected and new to you, at FWA our Advisors have experienced many such changes before. Our Advisory resources have been refined over the years to provide the information and strategies you need to cope with these life’s events. We are here when you need us most.
When it comes to finances, many people want to do it themselves.
When it comes to finances, many people consider doing it themselves. They initially feel that if they can perform the work as well as an advisor, they will save a lot of money in fees. In other words, they don’t think the value they would receive is worth the cost.
Do you handle your own finances? Have you wondered what you could gain by working with a financial professional?
Over time life can bring unexpected changes, leading many to seek an advisory opinion. For some an Advisor can be reassuring as their finances reach the point of complexity. Regardless of how you may feel currently, at some point the desire to get a professional second opinion often begins to outweigh the fear of cost.
Where do I begin, and what questions should I be asking an advisor to establish the relationship?
A fiduciary is anyone who has a legal responsibility to put the client’s interest ahead of their own. In other words, the advisor must do what is best for the client, rather than what is best for themselves. A Fiduciary cannot put you in the most expensive product to generate a higher commission for themselves.
Not all financial advisors are fiduciaries. This does not mean that advisors who do not have a fiduciary responsibility are not acting in your best interest, but rather that those who are fiduciaries are held to the highest standards. Let FWA be your Fiduciary.
This seems to be a straightforward question, but some people forget to ask prior to staring the new relationship. You wouldn’t buy a car without knowing the price, so why do that with your investments? There are a variety of costs associated with a vehicle that depend on the model, class size, condition, etc. This is also true with investment products and services. A smart consumer is an informed consumer!
Everyone wants to get more “bang for their buck.” So, make sure you understand what is included with the fee you’re quoted. After speaking with an advisor, you should know the answer to these fee-based questions:
Some firms include these offerings within their fee structure; but others only offer an a la carte menu – you will pay for any additional services on top of your asset management fee. FWA happily includes these services and more in your fee.
Different firms provide a variety of services, so it is good to know who to contact when you have questions. The best firms have Advisors - Planners and Service teams to help accomplish these tasks. Having access to multiple professionals may help provide the answer(s) you are looking for quicker.
Communication has become more diverse over time, to maintain the most effective relationship, both the client and the Advisor should agree on their communication preferences.
Helping individuals, families, and businesses is one of the many things that we do here at FWA.
If you’re considering getting help from a financial professional, or want a second opinion on your existing portfolio, schedule a complimentary meeting to review your situation.