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Why use a fee only (fee for service) financial and retirement planning specialist?
Have you noticed that every question you ask the average investment or insurance representative leads to an answer in which you buy one of their products?
What if you didnt need something new? What if you are fine as you are or would be better of paying down debt or investing in things they cannot do for you? Are you confident you are being shown all your options?
Its like going into a certain brand car dealership and asking them what you should do about your motoring needs. The answer will be buy one of our shiny vehicles. Duh..big surprise.
Stop getting your financial education from sales people! The ONLY way to know you got the RIGHT advice is to be sure the person giving it is NOT relying on selling you something to pay for their time. They should also be a fiduciary so you know they put your interests first over their own sales targets or the companies share holders.
At Your Net Worth Manager we are paid for what we know and help you with NOT sales. This is called fee only or fee for service, in other words paying for a professional opinion you can trust.
The difference with Your Net Worth Manager Kathy Waite
We specialise in making the most of what you already have now and in the future.
Providing easy actionable ideas to make a difference.
"All you can eat" advice for an annual subscription or Q& A service
Significant $ savings by only paying for services you need
No minimum account size or age
Call me on 306 535 2255 or email k@yournwm.ca to find out how I can help you Kathleen Waite Saskatchewan
Have you noticed that every question you ask the average investment or insurance representative leads to an answer in which you buy one of their products?
What if you didnt need something new? What if you are fine as you are or would be better of paying down debt or investing in things they cannot do for you? Are you confident you are being shown all your options?
Its like going into a certain brand car dealership and asking them what you should do about your motoring needs. The answer will be buy one of our shiny vehicles. Duh..big surprise.
Stop getting your financial education from sales people! The ONLY way to know you got the RIGHT advice is to be sure the person giving it is NOT relying on selling you something to pay for their time. They should also be a fiduciary so you know they put your interests first over their own sales targets or the companies share holders.
At Your Net Worth Manager we are paid for what we know and help you with NOT sales. This is called fee only or fee for service, in other words paying for a professional opinion you can trust.
The difference with Your Net Worth Manager Kathy Waite
We specialise in making the most of what you already have now and in the future.
Providing easy actionable ideas to make a difference.
"All you can eat" advice for an annual subscription or Q& A service
Significant $ savings by only paying for services you need
No minimum account size or age
Call me on 306 535 2255 or email k@yournwm.ca to find out how I can help you Kathleen Waite Saskatchewan
If your advisor is called something impressive like Vice President RUN away fast ......... these are sales recognition titles not a guarantee they will look after you well. See this CBC The National " Go Public team " expose March 29th in the first 2 minutes
