More on being independent
independent does not always mean independent!
Most investment advisors and brokers are affiliated with one of the following:
Wirehouses and Banks
JP Morgan Chase, Wells Fargo, Bank of America or your local community bank…
- These brokers and advisors typical get paid more if they sell more of the banks products or open more accounts.
Broker Dealers
Charles Schwab, LPL, Raymond James…
- These brokers and advisors typical get paid like bank brokers plus they have soft dollar arrangements with the brokers.
Mutual fund and insurance companies
Hartford funds, American Funds, AIG, Mass Mutual, CUNA Mutual…
- These brokers and advisors typical only sell company specific products.
Right Decision Financial Planning is fully independent.
We are not affiliated with any bank, broker dealer, mutual fund or insurance company.
Because of this independence we are under no pressure to force you into a specific investment product just to make more money. Also we do not custody clients assets.
Are you ready to live your best life?
At RDFP, we are committed to guiding you through every financial stage of life with customized, client focused strategies
