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 LLCwww.clientpriority.com
