Why Go to a Fee-Only Financial Advisor?

While every field has experts to go to who can be expected to offer unbiased, client-centric advice, the financial services area was marked by the absence of any such advisor. The only people who offered “advice”were product sellers. When they provide “advice” and sell the product there is an inherent conflict of interest. There is an inherent contradiction here when a product seller representing his/her principal is also donning the cap of an advisor.

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Our Goal Should Be to Identify the Right Goals

We all have dreams in life & why not? Our families have various needs & wants and we would like to provide the best we can. But, that’s not all. We have several goals that needs to be achieved in life. Some of them are – A home, second home, holiday home, foreign vacations, children’s education ( including education abroad ), a high end car etc. Yet, we have to be careful what we wish for. Why do I say that?

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