How Are We Different?
- As fee-only advisors, our advice is completely unbiased and objective.
- We are compassionate and sensitive to each client's needs.
- We will work with you to make the financial planning or corporate consulting
experience comfortable and enjoyable.
- We know that finance may not be your language, and we
will communicate accordingly.
- Founders Group is able to give each client the attention she/he deserves.
- You will not need to review your situation with someone different each time
you call.
- Choosing a Certified Financial PlannerŪ practitioner allows
you to be confident that you are working with a financial advisor with a high
level of competence and commitment.
- We are easily accessible by phone and/or e-mail and are
diligent about returning your requests.
How We Can Help
Founders Group will help you
prioritize your objectives and develop a sensible financial plan designed to
address your individual needs and ultimately achieve your goals.
If you answered yes to any of these questions or others,
you need to enlist the services of a Certified Financial PlannerŪ.
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Do you have financial goals that you would like to achieve?
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Are not certain how much to save or where to save?
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Do you need help budgeting, paying off your debts, investing your money?
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Need direction in selecting the appropriate investments in your retirement plan?
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Do you know if you have the appropriate amount or type of life insurance
coverage?
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If you are planning on buying a home, do you know how much
house you can afford?
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If you own a home, are you taking advantage of the equity in your home?
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Have you begun to save for your children's college education?
- Do you have the time and the expertise to effectively manage your personal financial affairs?
- Would you like to have an expert to turn to when issues come up in your financial life that you are not certain how to evaluate?
- Do you feel like you are earning a good living, but not saving as much as you could be?
Fee-Only
"Fee-Only" refers to our compensation structure. To avoid conflicts of interest,
"fee-only" planners are compensated solely with fees paid by their clients and
do not accept commissions or compensation from any other source. There is no
pressure to purchase specific products and there are no hidden commissions.
Since Founders Group does not sell products or receive commissions or other compensation
from third parties, you may feel completely confident that our recommendations
are completely impartial and unbiased.
Founders Group's fee structure is uniquely
geared to effectively enable the firm to service clients in search
of good quality, sound, fee-only advice.