Go Independent. The advantages of working with an independent advisor

Transcription

1 Go Independent. The advantages of working with an independent advisor

2 Your financial future is impacted by decisions you make today. Whom you work with to help plan that future may be the most important one of all. You know you need an advisor who has experience, and you know you need someone you can trust. But you also need to know whom your advisor is working for and with. As an independent advisor, I m accountable to you.

3 Independence gives me an asset that many advisors at other companies no matter how large don t have: the freedom to choose. I have the ability to choose how to serve you, which investment products to use and what business relationships to work with. I m able to choose from a wide array of products and solutions that make sense for you.

4 What My Independence Means to You

5 Personalized Advice Because I m an independent advisor, I m not obligated to promote any particular product. The recommendations I make are based solely on your unique needs and goals. As important, I m not limited to certain types of products or investment platforms. I have the freedom to use what works best for your situation now, and the flexibility to make smart changes in the future. Independent, But Not Alone I m independent, but that doesn t mean I m alone. I m a member of Fusion Advisor Network, a group of leading financial advisors from across the country. Through this network, I receive top-notch practice management support and have a community of like-minded advisors to share best practices with. These shared practices translate to better service and solutions designed with our clients in mind. In addition, Fusion Advisor Network is affiliated with NFP Advisor Services Group, offering a top 10 independent broker/ dealer by total revenue (as ranked by Investment News and Financial Advisor magazines) that serves 1,400 independent advisors clients. Client Advisor Fusion Advisor Network NFP Advisor Services Group NFP Advisor Services Group is a business segment of National Financial Partners Corp. (NFP) that includes subsidiaries NFP Securities, Inc., member of FINRA/SIPC and NFP IndeSuite, Inc.

6 Extensive, Holistic Solutions As an independent advisor with the strength of both Fusion Advisor Network and NFP Advisor Services Group behind me, I m able to get my clients access to top providers and products at competitive pricing difficult for advisors to obtain, especially if they re on their own. NFP Advisor Services Group is part of NFP, a publicly traded company and one of the nation s leading benefits, insurance and wealth management businesses, which means I m empowered to not just serve one of your financial needs, but all of them. From alternative investments to variable annuities, you ll work with me, and I m supported by top subject matter experts in an extensive variety of areas, including: Advisory services Alternative investments Bonds Corporate benefits Education savings plans Equities Fixed products Managed accounts Mutual funds Research Retirement services Trust services Variable annuities Variable life A Powerful Partnership Every broker/dealer needs a clearinghouse to provide trade execution, clearing and other related services for your brokerage accounts. NFP Advisor Services Group s brokerage accounts are carried by National Financial Services, LLC, member NYSE/SIPC. Securities in accounts carried by National Financial Services, a Fidelity Investments company, are protected in accordance with the Securities Investor Protection Corporation (SIPC) up to $500,000. The $500,000 total amount of SIPC protection is inclusive of up to $250,000 protection for claims for cash, subject to periodic adjustments for inflation, in accordance with terms of the SIPC statue and approval by SIPC s board of directors. National Financial Services has also arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are ineligible for coverage.

7 As an advisor, there s only one way I want to serve you: successfully. As an independent advisor, I get to choose what I believe is the best way to do that after I clearly understand your goals. Not before. As an independent advisor, I have the freedom to partner with a large national organization that has the same high values I have, and a vast amount of resources, technology and intellectual capital that benefit you. I have options which means you have options for a successful financial future. Contact me today so that we can discuss your financial future.

8 Securities and Investment Advisory Services may be offered through NFP Securities, Inc. (NFPSI) The firm branded on this document is a member of Fusion Advisor Network, an affiliate of NFPSI. NFPSI and the firm branded on this document are not affiliated. This material was created by NFP (National Financial Partners Corp.), its subsidiaries or affiliates for distribution by their registered representatives or investment advisor representatives. NFP Advisor Services Group is a business segment of National Financial Partners Corp. (NFP) that includes NFP subsidiaries of NFP Securities, Inc., member FINRA/SIPC, and NFP IndeSuite, Inc /12 (ASG ) Revised 1/13 Copyright 2013 NFP. All rights reserved.