One of the key aspects of an Investment Advisory Representative is, aptly, financial advice. We aid our clients in the understanding of their finances, from their own personal finances, to their business finances, taxes, and even their estates. Financial advice is a concept that has many facets, and they vary from one client to the next. It is our duty to help you with your finances, giving to you the best advice possible. Long term financial advice is one of our specialties, and with our legal fiduciary responsibility, it is always made in your best interest.
We strive to offer advice to our clients that will benefit them. Our goal is to help maximize your benefits, needs, and wants. We are required, by law, to work in our client’s best interests. With every deal that is made, every transaction that occurs, and every piece of advice that is doled out – you are the most important part of this journey.
Our advice is determined based off of your needs and your wants. However, it is also determined by your assets. Laying out the framework for a plan requires complete transparency between client and advisor so that the best choices can be made on your behalf. For example, if you are coming to us in order to start preparing for retirement, even if it is years away, our plan will be different for you than it would be for someone that presents to us the notion that he or she desires to prepare for his or her child’s education. While both plans would involve protecting your investments, there are different manners in which we would proceed. Financial advice can be complex, but as Investment Advisory Representatives, it is our job to make certain that you understand what is being done with your portfolio. That is one of our primary goals in working with you.
Financial plans change over time. Unanticipated events will always come up; whether it is medically-related and requires long term care, a death in the family that deprives you of one of your primary earners, or a simple accident that requires a repair. Our goal is to work with you so that whatever happens, you are better prepared for the unknown future. That is why we are here: to dispense advice, to help craft a plan that aids you and your family, and to prepare you for the future as carefully and as precisely as possible.
Simply contact us today for an initial meeting!
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Texas Retirement Solutions. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Texas Retirement Solutions and Sound Income Strategies LLC are not associated entities. © 2020 Sound Income Strategies