Nothing is more important than providing our clients an exceptional experience, one that is driven by a genuine concern for people and guided by a set of core values defining who we are.
Quite simply, we strive to protect and grow your money and, where needed, develop a holistic plan to ensure a smooth transition through life's financial phases. Could there be setbacks? Yes. As you know, there are no guarantees. But all the more reason for having a well-developed plan to minimize the downside and maximize the upside. Your money is too important - and financial products are too complex - to invest without a solid long-term plan.
Rick Campbell, President of Financial Independence, and Mark Lavallee, Vice President, receive the Five Star Professional Wealth Manager Award for the third year in a row. The recognition is the largest and most widely published financial services award program in North America. Award candidates are evaluated against ten objective criteria including educational and professional designations, credentials as a Registered Investment Advisor, favorable regulatory and complaint history reviews, client retention rates, client households served, and assets under management.
On April 4, 2017, the Department of Labor (DOL) released a regulation delaying the applicability date of the Fiduciary Rule until June 9, 2017. This rule introduces a fiduciary standard that applies to financial services firms and advisors across the industry when making recommendations, and providing fee disclosures, for qualified retirement accounts such as IRAs. Read More