What are the key differences between a registered investment advisor and a brokerage firm - and why does it matter? Palmetto Wealth Advisors is an independent, fee-based financial planning and investment management firm. We offer integrated wealth management and consulting to individuals and businesses seeking the personalized attention that comes from a small, boutique firm.
Palmetto Wealth Advisors provides a disciplined, objective, and cost effective approach to helping our clients achieve their unique financial goals and address challenges that may impede financial strength. Our clients choose us because they are seeking a long-term relationship with a professional coach they can trust for their financial wellbeing.
Palmetto Wealth Advisors provides a disciplined, objective, and cost effective approach to helping our clients achieve their unique financial goals and address challenges that may impede financial strength. Our clients choose us because they are seeking a long-term relationship with a professional coach they can trust for their financial wellbeing.
Services
Clients realize very early in our discussions that I am working in concert with them to help them define and accomplish their goals over the long-term. It is an incredibly rewarding career because every day I have the opportunity to enhance the lives of others. I take that very seriously and greatly value the trust of my clients.
If you have been working with a brokerage firm whose advisors are paid a commission on the investments they recommend to you, how are you ensured that those recommendations are not more in the advisor's best interest than yours? If the advisor's firm has selling arrangements with 4 or 5 fund companies, how do you know that the recommendations for funds in those families are the most suitable for your particular objectives?
1 Do you have a written plan that clearly defines a year by year retirement spending goal, the assets that will be required in order to attain that lifestyle and a method for asset accumulation and drawdown uniquely appropriate for you to optimize the likelihood that you will be able to achieve your plans?
A woman contacted me a couple years ago to enlist my help with a cash flow problem. She had recently become divorced after a twenty five year marriage and the settlement struck me as somewhat disastrous for her. The husband was an attorney with many years service at a large manufacturer, annual gross income exceeding $130K and a handsome pension plan.
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