What Does True Independence Mean?

In the financial services industry, a number of firms and advisors are obligated to sell proprietary products and have quotas to meet. This often means they have limited investment options available and may not be able to offer you a customized solution. Instead of serving you objectively, they may have incentives to sell specific products or recommend certain investment companies. This is why it’s important to consider an independent firm.

As an independent advisor, I have access to more than two thousand mutual funds and hundreds of investment companies. Without any conflicts of interest, I am committed to serving you and your needs, offering unbiased recommendations that I believe best align with your situation.

Your 403(b) can significantly impact your future retirement, so it is important to maximize its efficiency. Working with an independent professional familiar with the 403(b) landscape may provide you with more confidence and knowledge.