Nothing happens without great prospective clients to talk to.
Unfortunately, most advisor marketing is horrible. As a master of your financial planning prowess, no one showed you how to truly market properly, Further, the time and cost commitment can be devastating to your time and your wallet.
We'll show you how to employ the right kind of marketing to bring you the people that are the right fit for you and for them, creating better, longer, lasting relationships that everyone wins with and provides you the life you really want.
You are a highly respected professional. You are a master of your craft. Do not waste your time with $12 - 35 per hour work! We'll take on the heavy lifting of back office, administrative services which free you up to do more for your clients and grow your business.
Do not provide all of your clients the same old thing! They can get cheap mutual funds and ETF's from anyone. Elevate yourself to the highest value as a member of the Strategic Wealth Initiative. Your clients are unique individuals worthy of a higher level of investment expertise and service. Though our relationship with AtlanticMidwest Investment Research you access specialized, tailored portfolio management not available anywhere else.
You gather the data, we'll crunch the numbers! When you gather the data, it gives you and chance to meet with clients and make them shine. However, crunching data is a time waste! We'll keep the numbers precise so you shine. Also, we'll keep your clients plan on track throughout the year with a schedule of benefits no one can beat.
Also, include Tax Management to give you the edge. Include Tax management and Tax prep to create an extra edge.
Ours is a highly regulated, highly regarded industry. In order to stay in compliance you must follow a myriad of ever changing rules including FINRA, State, SEC, Business Continuation and Cyber-Security just to name a few. Instead of playing catch up all the time we set up and keep you up to date of compliance matters, seamlessly so you can focus on you, your clients and building both of your dreams together
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IMPORTANT CONSUMER INFORMATION
The Reed Financial Group, Inc. is an independent Registered Investment Advisor. AmericasRetirementPlan.com is owned and operated by the Reed Financial Group for online Investment Advisory only. The Strategic Wealth Initiative is owned and operated by the Reed Financial Group to provide education, administrative and investment options to clients and independent advisors. Separate Account Management is offered by independent Registered Investment Advisors which may or may not be affiliated with the Reed Financial Group, Inc.
An investment adviser may only transact business in a state if first registered or is excluded or exempt from state investment adviser registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a investment adviser a consumer should contact his or her state securities administrator.
Before investing, consider investment objectives, risks, charges, and expenses. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. The bond market may be volatile, and fixed income securities carry risks which may be dissimilar to equities.
Annuities may be subject to a surrender period. The interest credited may differ based on the annuity you become involved with. Annuities may be subject to early withdraw market value adjustments which could lower the realized rate of return. EQUITY INDEXED ANNUITIES: Your rate of return is tied to an index and may not be guaranteed by the insurer. As with fixed annuities, Equity Indexed annuities may be subject to early withdraw market value adjustments which could lower the realized rate of return.
The WealthSentry Asset Management Method is not a stop loss or Algorithm based trading platform. It is a method which uses technical analysis of markets to determine market direction and the ensuing appropriate asset allocation. It must be implemented by the investment management of the Reed Financial Group. It does not guarantee against loss or growth of assets and uses proprietary research to determine the optimum asset allocation based on market trend.
INVESTMENT PRODUCTS: NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE
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