Broker Check

The Value of an Independent Advisor 

In deciding whether to pursue my career as an advisor with a large corporate financial services firm or to go the independent route, the decision was easy. I needed the freedom to meet my clients where they’re at and give them exactly what they need.

Here are five good reasons to work with an independent advisor:

1. Independent advisors are not tied to any particular family of funds or investment products.

Whether you need help with retirement planning, a tax situation, estate planning, or managing assets, independent advisors have the freedom to choose from a full spectrum of investment options in order to tailor their advice to what’s best for you. I can utilize the most appropriate investments for you without regard for proprietary products, quotas or sales goals. There are no sales goals at Kennedy Financial Network. Your best interest is the only goal.

2. A relationship that’s responsive, attentive, and highly personal.

To offer advice closely aligned with your goals, independent advisors build a strong understanding of your situation. As a result, I focus on building deep relationships with clients. When you need something or life happens, you call me rather than a national call center. The same goes for your loved ones should something happen to you. They will call me and I will help them through the next steps, offering guidance for them just as I do for you.

3. A fee structure that is simple and transparent.

Independent advisors typically charge a fee based on a percentage of assets managed. This fee structure is simple, transparent, and easy to understand. There is a mutual incentive to grow your assets. Your success is my success. I also offer hourly consulting services for those who prefer to manage their own investments.

4. Broad, professional experience to support your complex financial needs.

I help my clients address the many complex investment needs that arise in preparation for retirement, accumulation of significant wealth and more. We focus on the immediate details as well as your long-term goals and dreams.

5. Your money is held by an independent custodian, not Kennedy Financial Network.

Independent advisors use independent custodians, such as Pershing, to hold and safeguard clients’ assets. This provides a reassuring system of checks and balances – your money is not held by the same person who advises you about how to invest it. Pershing sends quarterly statements and tax documents to keep you abreast of the changes in your portfolio.

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