Tuesday, July 21, 2015

Being smart with $$ -- Different kinds of financial advisors

Networking events are great.  Where else can you find out about a Bus that has Spin Bikes on it and you can take a Spin Class during your commute to work? (www.bikebus.com)  These events also show that most financial advisors operate under models that generate high fees from their clients.  Client Priority Financial Advisors LLC's model of providing advice and guidance on an hourly fee basis is much harder to find.  CPFA LLC does not earn commissions so it won't recommend products on that basis, it does not need to sell internal company products and it does not charge you year after year even if you are not seeking any help..
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com
- Blog: www.clientpriority.blogspot.com

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