No matter your situation, I believe one should first lay a financial foundation which includes establishing a cash reserve in the event of an emergency and have adequate protection in the event of a critical illness, injury, or premature death. Once your adequately covered in those areas we can begin to look at investments with the goal of keeping pace or outpacing inflation based on your tolerance for risk. Also, I believe it is imperative to have an income strategy in place to replace your income when you are no longer working or collecting a paycheck. Having a financial plan can help make a difference.
General Information |
| Firm Start Year: | 1922 | |
| Insurance License#: | D046215 |
| Name of Broker/Dealer: | Shareholders Service Group, Inc. |
| Name of Custodial Firm: | Pershing, LLC |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Financial Planning, Insurance Products & Annuities |
Services |
| Can meet clients in the following ways: | Email, Phone, Video Conference, Your Home |
Compensation and Fees |
| Compensation Methods: | Flat Fee, Based on Assets |
Education |
| Bachelors | University of Central Florida
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Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
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