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How Does an Independent Financial Advisor Benefit You?

Jeff Campbell • November 2, 2021

As a fee-only Registered Investment Advisor, we pride ourselves on offering the very best to our clients when developing a wealth management plan that is tailored to each individual and their family. We offer sound guidance based on our clients’ unique needs and goals because we are independent advisors and fiduciaries who are always working in the best interest of our clients. If you are considering enlisting professional help with your finances, here are a few reasons why an independent advisor may be the right person to help you develop and maintain a financial plan for you and your family. 

Personalized, Unbiased Advice

As independent advisors, the guidance we offer our clients is objective and unbiased because we are not tied to any particular financial company or investment firm. We analyze your complete financial picture, gain an understanding of your life circumstances, dreams, and concerns, and provide advice that fits you. We don’t recommend products to meet quotas. As such, our mission is to help you achieve the best life possible with the money you have. 

Fee Transparency

Typically, independent wealth advisors operate on a compensation model that is fee-only. This is important because we are not beholden to recommend products that will benefit us financially in any way. “How are you compensated?” should be a question everyone asks their financial advisor.

 

At Parkwoods Wealth Partners, we are fee-only, and we do not earn money from any type of kickback or commission for recommending certain securities or investments. With us, you don’t have to wonder what you’re paying or worry about those inherent conflicts of interest.

 

We Build Relationships 

 

Every member of our team prides themselves on knowing our clients’ unique situations and developing personal relationships with many of them. Because of this, we only offer advice that is aligned with our clients’ goals and make a point to keep up with any change in our clients’ lives that could affect their financial plan. Our financial plans are not static; they adapt to fit your life, not the other way around.

 

 

For many years, we have built a practice that is based on trust and mutual respect, and we feel a tremendous responsibility to our clients. They know they can always count on us and appreciate having someone that looks out for their best interest in their financial corner.




This post appeared first on www.fmfewealthmgt.com.

 

DFA Veterans Launch Parkwoods Wealth Partners, Offering New Model for RIA Growth and Succession

By Chris Gardner • August 26, 2024
New model combines advisor independence with enterprise-level support for DFA-centric firms

The 4 Biggest Financial Mistakes I See

By Jeff Campbell • April 22, 2022
Everyone makes mistakes, but when it comes to your finances, too many mistakes can have a devastating impact on your ability to accumulate wealth and retire with confidence. Luckily, many common mistakes are completely avoidable with the right knowledge and the right financial partners on your side. Here are the top four financial mistakes I… The post The 4 Biggest Financial Mistakes I See appeared first on FMF&E Wealth Management.

401(k) Planning: What Do You Need to Know?

By Jeff Campbell • March 21, 2022
Having a 401(k) plan is one of the best ways to maximize your retirement savings. It’s a great way to capture tax benefits while automatically saving money from every paycheck. When this is combined with an employer match, a 401(k) can become one of the most powerful investment tools for retirement.  While enrolling and participating… The post 401(k) Planning: What Do You Need to Know? appeared first on FMF&E Wealth Management.

What You Need to Know About Your Carrier Pension Preservation Plan Options

By Jeff Campbell • February 28, 2022
After 41 years, Carrier has separated from its parent company, United Technologies (UTC). (1) As part of the split, Carrier has started offering lump-sum pension buyouts to many employees.  The best option is different for each person. Your age, length of service with the company, and current financial situation are just a few of the… The post What You Need to Know About Your Carrier Pension Preservation Plan Options appeared first on FMF&E Wealth Management.

Case Study: How We Helped One Retired Couple Gain Confidence in Their Future

By Jeff Campbell • January 24, 2022
Building wealth to provide for and pass on to your family or cherished causes can take decades of hard work and sacrifice. No matter how much you want to leave, having a solid financial plan is necessary to balance your own retirement needs with your desire to leave a legacy.  At FMF&E Wealth Management, we… The post Case Study: How We Helped One Retired Couple Gain Confidence in Their Future appeared first on FMF&E Wealth Management.

4 Ways Business Owners Can Catch Up for Retirement in a Hurry

By Jeff Campbell • September 16, 2021
When you own a business, it can often feel like one of your children—you work hard, nurturing it to grow, succeed, and benefit society. This understandable attachment creates an emotional investment that can make it difficult to find a balance between prioritizing personal finances and your business. For instance, business owners commonly face the struggle… The post 4 Ways Business Owners Can Catch Up for Retirement in a Hurry appeared first on FMF&E Wealth Management.

Saving for Retirement and Reducing Taxes: What Business Owners Should Know

By Jeff Campbell • July 29, 2021
As a business owner, paying taxes and saving for retirement can be two major concerns you have when you examine the financial outlook of your business. Both taxes and retirement represent two significant financial items that you need to prepare for in the long term as you outline your business’s financial strategy.  Luckily, there are… The post Saving for Retirement and Reducing Taxes: What Business Owners Should Know appeared first on FMF&E Wealth Management.

Retirement Planning For Individuals And Families

By Jeff Campbell • June 7, 2021
When construction contractors are ready to begin a project, they must start with a blueprint. If they were to simply take a pile of materials, tools, and supplies and begin placing them together haphazardly, the results would be undesirable. Rather than a home, office, or skyrise, they would have a worthless pile of wasted resources.… The post Retirement Planning For Individuals And Families appeared first on FMF&E Wealth Management.

How We Helped A Business Owner Retire With Confidence

By Jeff Campbell • May 4, 2021
At FMF&E Wealth Management, we are passionate about helping people retire armed with a stable financial strategy that will enable them to get the best life possible with the money they have. How do we do this? Well, every conversation with every client is different because their individual situations vary. Below we want to share… The post How We Helped A Business Owner Retire With Confidence appeared first on FMF&E Wealth Management.

Who We Serve & And How We Can Help

By Jeff Campbell • April 2, 2021
We all know that money makes the world go round, but when it comes down to it, we really just want to know that we can live the life we want and enjoy the fruits of our labor. We want to have enough money to confidently face life’s challenges and leave a legacy for the… The post Who We Serve & And How We Can Help appeared first on FMF&E Wealth Management.
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