Why fee only financial planner is the best - PowerPoint PPT Presentation

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Why fee only financial planner is the best

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Fee only financial planners are the best investment partners as they act in the clients’ best interest and only charge fee directly to the clients from the sale of financial products or financial transactions. There are numerous benefits of working with a financial partner who only charges fees for the services he or she provides to the clients. – PowerPoint PPT presentation

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Title: Why fee only financial planner is the best


1
Why fee only financial planner is the best
investment partner
2
  • These financial planners are registered
    investment advisors who take their fiduciary
    responsibility to act in the best ways and means
    that are beneficial to the client.

3
  • Fee only financial planner Los Angeles is the
    best investment partner because you do not have
    to face any conflict of interest when a
    significant portion of the advisor income comes
    from selling financial products or services and
    he or she only works for your desired goals

4
  • Fee only advisors offer objective second opinion
    of your situations especially if they work on
    hourly basis or as-needed basis and are required
    to come up with a financial plan for a fee and
    they make sure that they generate the best
    results as their fee and interest also depends on
    how well they advise you

5
  • Fee only financial planners are the best choice
    because they work according to their fiduciary
    responsibility, which means they are legally
    bound to act in the best interest of the clients
    and they cannot receive any type of fees,
    commissions, referrals fees, kickbacks or other
    forms of compensation which works well for
    clients in the long run

6
  • The best thing about working with a fee only
    advisor is that he or she will not push a product
    or service or strategy that does not work well
    for you but only do what you want and deliver the
    best results

7
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