What We Do
Reliable & Safe
Strategy development
Range of markets
Investors Will
Like Your
Business Plans!
We have continually evolved to ensure we remain at the forefront of our profession, delivering advice and service that successive generations of our clients have valued for many years, our strong track record is attributable to our values, customer service.
Our expertise and in-depth knowledge is highlighted by the following: Institutional development related to structure, governance, risk management, performance and other areas to optimize development mandate.
If you think you would enjoy working in an environment that gives you the opportunity to work with some of the top minds in the industry, please submit a short note, stating your specific areas of expertise and how you would envision working with the team at FinancePlus
Frequently Asked Questions & Answers
* Fee – Fee for the engagement. This could be a flat fee or an hourly fee.
* Fee arrangement – Management fee based upon your assets.
* Commission – if there were a particular product that fit your situation, we would be able to implement a product where the product company compensates us.
* Hybrid – Combination approach
Each implementation strategy has its benefits and its draw backs. The key catalyst for making a decision is based on your situation.
* Some people seek financial planning when a material life changing event has occurred or is expected to occur. Such events could be: Marriage, retirement, college planning, a death in the family, divorce, or the birth or adoption of a child.
* Sometimes, people need financial planning guidance when they are evaluating the financial merits of changing jobs, buying or selling a business, or purchasing a new home.
* Financial Planning can be extended to business owners as they seek to evaluate their current or prospective retirement plans, executive compensation, succession planning, or employee education.
* Others choose to create a retainer arrangement to have various financial planning services for their situation on an ongoing basis.
Financial Professional: A registered representative is an independent business owner who provides financial guidance to their clients and is typically paid a commission when you purchase a financial product. An Investment Advisor Representative (IAR) is an independent business owner who provides financial guidance to their clients and is generally paid a fee for either managing assets, giving advice, or both.
Investment Firm: A broker-dealer processes the commission business of registered representatives licensed with the firm and holds responsibility for regulatory compliance and adherence to securities laws. A Registered Investment Adviser (RIA) processes the fee-based business of IARs licensed with the firm and holds responsibility for regulatory compliance and adherence to securities laws.
Custodian: Pershing LLC, National Financial Services, LLC, and select firms provide the trade execution, clearing, custody, and other services for securities and related transactions.
Your Investments: Mutual funds, managed accounts, stocks, bonds, etc.
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Why They Choose Us
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