WHY FEE-ONLY ADVICE?

• No affiliations with any broker dealers or mutual fund companies
• Utilize thousands of investment opportunities that are not commission driven
• No product sales
• Unbiased, completely objective, planning, evaluation, and management
• Fiduciary responsibility by law to act in client’s best interest in all matters
• Act completely as client advocate

 

WHAT’S THE ADVANTAGE To Fee-Only Advice?

• Professional, group approach to client concerns
• Our advisors know your plan, your interests, and your specific solutions.  No customer service reps involved who are not familiar with your plan.
• We spend a lot of time in the beginning having discussions about your goals, needs, and dreams.  We encourage clients to ask as many questions as necessary.
• Our open communication policy allows us to better understand our clients, build long term relationships, and help them meet their goals.  
• We take a long term approach to asset management seeking a consistent level of performance, rather than continually buying and selling in an effort to boost short term results.  This strategy reduces the uncertainty of dealing with the inevitable market ups and downs.
• We strive to minimize volatility and to keep expenses low.
• We handle time consuming, administrative details including address changes, deposits and withdrawals, as well as all estate related titling of assets, and more.
• All accounts are established with third party custodians, in client’s name, with separate monthly statements.  No checks for investment purposes are ever made payable to Barker Financial Group, Inc. which adds another level of security.