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Services Specialty Areas Independent Women
Services Specialty Areas Independent Women
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Women are often underestimated by the financial community. At Buckingham, however, we recognize the current generation of affluent women is entrepreneurial and serious about staying educated when it comes to the things that matter most in their lives. Still, you may not realize that you are losing money in the form of commissions, high fees and misallocated portfolios.
There is a difference.
We help independent women create a wealth strategy that reflects their life today and envision a plan designed for the long term. It’s a plan that gives you the confidence to focus on other things in your life. At Buckingham, we deliver simplicity.
We help clients build a plan based on their goals, needs and values. But more than that, we listen to our clients and translate their stories into essential parts of their overall plan.
There is a straightforward way to invest, a way to put a plan in place so you can keep more of what you have earned. It’s time to draw a new road map to travel confidently around the financial landscape.
Two Big Questions
1) What are you really paying for?
High mutual fund fees and outrageous bond markups don’t help your portfolio grow. We can help you take action to make changes to your portfolio with attention to low cost and tax efficiency (that leads to your portfolio retaining more of its value).
2) Who are the people managing your wealth?
The truth is the financial industry has people who care and people who don’t. Consider the difference between the suitability standard and the fiduciary duty standard.
Brokers adhere only to a suitability rule. This rule states that a product or service must meet only the standard of being suitable for an investor — it does not have to be in an investor’s best interest.
Buckingham follows a fiduciary standard of care. Registered Investment Advisor firms must meet the suitability standard, and they also have a fiduciary obligation. They must act with the utmost good faith in their clients’ best interests. It is generally considered the highest legal duty that one party can have to another.
Summary
The way we work with our clients may be different from what you have previously experienced. We think you might find our approach a refreshing change of pace.
We take pride in standing by our mission of building relationships by doing the right thing and providing superior client service.
For a free consultation and to speak with one of our advisors, please call 866.545.8816 or submit our contact us form. Add this page to your favorite Social Bookmarking websites          |