What is “Real Financial Planning”?
The sad truth is that most financial advisors do not actually engage in financial planning. Financial planning transcends investment management. Investment management should be a bi-product of a well constructed financial plan that integrates all areas of your life. Click here to learn more about our view on the purpose and structure of a financial plan.
What is “Complete Transparency”?
To begin, a true fiduciary should never receive hidden or third party compensation of any kind as a result of selling insurance and/or investment related products to their clients. As a fee-only financial planning firm, we are paid only by our clients using a fair and transparent fee structure.
Experience Complete Transparency
Come and experience how much easier it is to make confident and smart decisions when you have all information. Complete transparency is empowering.
This website is a publication of Mutual Trust Advisory Group. The firm is registered as an investment advisor with the state of Florida and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.
Information presented should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark.