Why Choose Us?
There are many different reasons why a fee-only financial advisor may be right for you. Exploring your options and educating yourself on the different types of financial advisors is the most important step in ensuring you're receiving sound advice.
FOCUS ON THE ADVICE
We are paid for the advice we give, and retained based on its value to you. We are not paid for financial products they sell to you. Because advice is how we make our income we strive to provide guidance in the best interest of our clients. The happier and more secure you are, the stronger the relationship becomes between you and us.
HELD TO A HIGH STANDARD
We are held to a fiduciary duty, wherein we provide guidance based on the best interest of the client. We take our fiduciary responsibility seriously. Holding ourselves to fiduciary standards involves trust between a trustee and a beneficiary. You may not realize it, but, agents and distributors are not held to this same standard of care. This can lead to conflicts of interest causing you to wonder if the agent recommendations are better for you or agent.
LOYAL TO YOU
We are paid by you and the better you're served the stronger our business is. We have servant hearts. We're in the business to help people and guide them during their financial lifetimes. We become apart of your family and are extremely loyal to you and your success. This makes upholding our fiduciary duty easy. After all, we do well by doing well by our clients.
GET TO KNOW YOUR PERSONALITY
We get to know your personality. It's like having a psychologist for your financial well-being. In order to advise someone, we become very familiar with your behaviors and tendencies. What makes you tick, what your goals are, and how you handle stress allows us to empathize with you and advise you in your best interest. At True Measure our clients take extensive personality, cognitive, behaviour, and risk tests to help us get to know you more completely.
HELP YOU STAY CALM IN A BEAR MARKET
When left to make our own financial choices, we often make the wrong ones. In volatile markets investors tend to panic and may do all the wrong things at just the wrong time. We help us stay calm and revert us back to the long term goals previously established. We not only manage your assets and portfolios but we also help you choose behaviors that are personally fulfilling, protective, and productive.
To make 30-minute FREE No-Obligation Meeting to us today, and learn more about why a fee-only planner may be right for you. To gain financial literacy and grow your knowledge with free content, subscribe to our newsletter and visit www.sureshcfp.com