Financial Perspectives doesn’t have the marketing budget of the giant investment firms. Instead we gain new clients by word of mouth. On this page are a few of the reasons why our clients recommend us so heartily to their friends and associates.
1. Our advice is free from conflicts of interest.
As an independent, fee-only firm, our interests are aligned with those of our clients. Since we don’t sell investment products, we’re not dependent on commissions and kickbacks prevalent in the major brokerage houses and insurance companies.
2. Our clients can determine their level of involvement.
We provide disciplined and individualized long-term plans. These plans serve as the foundation of long-term collaborative relationships, but each client can be as involved as he or she likes in ongoing strategic planning.
3. Our advisors are accessible 24/7.
An advisor will return your email or phone call within 24 hours. Appointments will be made to suit your schedule.
4. We’re specialists in wealth preservation.
Among their many other credentials, our owner/advisors have earned numerous certifications in Wealth Management and Retirement Planning.
5. Our business dealings are transparent.
- You can see every trade we make.
- You get monthly account statements from your chosen custodian, not us.
- Your money is not commingled with any other person’s money.
- We never handle client money.
- We have no exit penalties and no exit restrictions.
6. We've structured our business to ensure the safety of our clients' money.
- We offer managed accounts that are in name of the client only.
- We cannot manipulate earnings because we do not produce your statements. Any reports we send you can be checked against reports from your custodian.
- We do not have access to investor funds other than to deduct our fees.
- We have trading rights to your account; all other aspects of the account belong to you.
- We are not a hedge fund.
- We do not use leverage.
A proprietary investment methodology designed to both preserve and extend wealth. Created by our founder, Chuck Gibson.