Transparent Fee-Based “Client First” Advice
Transparent Financial Planning Advice
Money is a sensitive subject. It can be hard to know who to trust when it comes to handling your finances – especially when the terms of compensation are unclear. That’s why it is important to choose an advisor who does not get paid for selling you products.
Many brokers calling themselves financial planners, account managers or investment advisors are really commissioned sales people. This doesn’t necessarily mean that the advice is not good, but it does create a situation where there could easily be a conflict of interest. If product A has a higher payout than product B, you might find yourself owning product A.
The Enrichment Group is a fee-based financial planning firm and investment advisory company. We do not receive compensation for “selling” you anything. This means that we are free to seek out the lowest cost investment vehicles that meet our strict criteria for inclusion in our list of approved investments, providing you with transparent financial planning advice.
We are fiduciaries for our clients. We are held to a very strict ethical standard that requires us to always have your interests first when we give advice or make decisions. There are no tricks, games or conflicts of interest. Just solid financial advice based on trust.
If you are looking for a conflict-free, client-first financial planning firm and investment advisory company that you can rely on, we hope that you will consider The Enrichment Group.
Contact us online or call (305) 274-1600.