Why Chose Us
To navigate today’s complex financial world, you need the guidance of a trusted, fiduciary, financial advisor.
Fiduciary Responsibility
In the financial services industry, there are generally two ways of obtaining financial advice; one is given by investment advisors and the other by registered representatives or brokers. As an Investment Advisor Representative, Benny is bound by the fiduciary standards of care. As a fiduciary for his clients he is morally, legally, and ethically committed to always put your interests first. Benny always maintains the highest levels of objectivity and due diligence in everything he does with a duty of utmost good faith and full and fair disclosure of all material facts.
Fee-Only Advice
Under the “Fee-Only” arrangement, Benny’s only source of compensation is the payment that he receives from you, the client. Benny does not accept commissions, soft-dollar arrangements, or third-party compensation that could affect the objectivity of his investments or planning recommendations. This eliminates many conflicts of interests that are common to the financial services industry and ensures that he always represent his clients’ best interests when providing advice.
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