In an era of big name banks and too big to fail, you should wonder, “Where do I fit in?”
The things that you do depend on the livelihood that you create. The things that you will do depends on the decisions that you make.
In the financial industry, there are names you recognize, for both good and bad reasons. There are firms that will create a plan that is “appropriate” but you have to ask, “Appropriate for whom?” With investment companies creating mutual funds of their own, creating insurance companies of their own, creating investment products of their own, who are they really looking out for?
It is up to you to decide what kind of relationship fits you, your family, and your goals. Is your financial advice coming from someone who puts you first? Premier Wealth Care Group, LLC does not own a mutual fund company. We do not own an insurance company. We create plans for our clients with no quotas or sales targets. No conflicts. Your plan.