In the financial services industry, there are generally two ways to obtain financial advice:
- From agents or brokers, and
- From investment advisors.
While many investors are not aware of the differences between these two types of professionals, one of the main distinctions is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times.
Many financial professionals make a living conducting commission-based, transactional business with their clients. This has the potential to make them more likely to use products and companies that pay them more, regardless of what may be in the best interest of their clients.
We believe that information is power in today’s financial world. By providing a fee-based platform and assuming a fiduciary responsibility, we are able to work in the best interests of our clients.
When you hire us to plan for you, we don’t work for an insurance company or a particular money manager, we work for you. We think this is how business should be done in the financial world, and we are very proud of our commitment to always put our best foot forward.
We offer our prospective clients an initial complimentary consultation where we take the time to discuss your current situation. This helps you, and us, decide if working together would be to our benefit.
Contact us today to schedule a time to discuss your situation.
Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
- Insurance Planning
- Beneficiary Review
- Retirement Planning
- Financial Needs Analysis
- Analysis of Present and Future Expenses
- Estate Preservation
- Income Planning
Just imagine a complete portfolio, where all your financial, estate, and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.
LFN Advisors, LLC and Michael Markey do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we can partner with local CPA firms to provide tax services.