Available to each and every client is a comprehensive financial plan covering all aspects of a client’s financial life including retirement planning, investment planning, insurance & risk management, college savings planning, budgeting and debt management, cash flow planning, and more. Each plan is tailored to the specific needs of each and every client.
Unlike many conventional advisors who receive commissions and other kickbacks from investments they recommend, we charge our clients a competitive fee based on the assets that we manage. This minimizes the typical conflicts of interest inherit in the industry and aligns our interests with those of our clients.
We have chosen to adopt a fiduciary standard for our clients. Similar to what doctors and lawyers must do, we are committed to placing our client’s interest ahead of ours in everything we do for them. Not all wealth managers have chosen to adopt this fiduciary standard and we believe it is the only ethical way to delivery financial services to our clients.
One of the most common conflicts of interest are the commissions that advisors receive when selling investments and insurance. We receive zero commission income from any investment products we use and are dedicated to a charitable giving plan for insurance commissions where we will eventually donate 100% of commission profit to charity.
This website is operated and maintained by WealthStrategies Financial Advisors, LLC, a Michigan Registered Investment Advisor. Brokerage services provided to clients by FOLIOfn Investments, Inc., an SEC registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and WealthStrategies Financial Advisors' charges and expenses. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. See our terms and conditions for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where WealthStrategies Financial Advisors is not registered. Partner logos and names are respective trademarks of each company. Check out the background of our firm at BrokerCheck.