Being Smart with $$ -- Street Fair Visitors Understand the Benefits of an Hourly Financial Advice Model

Great Needham Town Fair yesterday and good conversations at the Client Priority Financial table.  Visitors understood the benefits of an Hourly, Fee-Based Financial Planning and Advice model.  No commissions.  No automatic, recurring fees.  No poorly-performing, in-house products.  Only your best interests are considered.  And an adviser who has studied or worked in finance for 30 years.  When choosing a financial adviser, always ask what the total fees will be over 5 years.  Ask about any payments or compensation the adviser may receive when choosing an investment for you (such as will he or she win a vacation for selling a certain product.) And ask about the adviser’s background.  Then you will understand the benefit of the hourly model and experience offered by Client Priority Financial.

Larry Pike, CFA

Client Priority Financial Advisors LLC
www.clientpriority.com