What is
Fee-Only
Planning?

 

The success of the financial planner should not be based on the number of products a client purchases, but on the success of his or her clients.

This is why, at Zynergy, no referral
fees, commissions, or other third-party reimbursements from the implementation
of recommendations are accepted.


Being compensated by a predetermined fee rather than commissions assures that the advice clients receive is unbiased and always in their best interest.

The fee is often less than the sales load you would pay on just one mutual fund purchased through a full commissioned broker.

Why have
a Financial Advisor?

Most people are not financial experts. Yet increasingly, individuals are in charge of their own financial futures.

Most are aware that planning is critical, yet don’t have the time or expertise to develop a plan and make the needed financial decisions. Maybe you have consulted a financial advisor in the past... perhaps you felt you were being 		asked to buy something you didn’t fully understand. Maybe you felt that products were recommended without consideration for your overall financial situation.

Comprehensive, holistic, fee-only financial planning eliminates these concerns. You receive objective advice targeted to your needs and goals.